Let’s keep this short and honest.
I’m stepping away from this Substack. Not with regret—just with clarity.
I love trading, but I don’t love talking about trading. I never really did. And with the time constraint I currently have, I simply do not have time to bring you all my work. And in this business, half measures equals full failure. I am doing a massive disservice by not dedicating myself to this. But that is something I no longer want to do. There are plenty of players offering deep research and ideas. I am, at heart, an operator, a speculator. Not an analyst. I actually do not want the attention and do not need any money from potential related earnings this might bring.
What lights me up is the execution—the real work, the risk, the edge. That quiet space between conviction and action. Not explaining a thesis, but taking a swing and living with the outcome.
Lately, I’ve realized something else: I’d rather be with my kids. With my wife. Building out our ranch. Living a life that's full, physical and present. I don't want to spend my free time trying to craft clever takes on themes when I could be teaching my son’s how to swing a bat or working on something that actually matters to us.
Lastly, I do not want to be known as a trader. Having friends and family ask me constant questions is tiresome. I wish no attention the internet offers. I said I would never charge as I do not need the money. There is no reason to keep this going when life is so full of outside screen opportunities and life.
So I’m out. No more posts. No half-hearted updates. Just closing the book.
Thank you to everyone who followed along. I’m grateful.
Time to execute.
—NS