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Exploring markets, mindset,  and self-mastery

I write to sharpen ideas and stress-test conviction — mainly on markets, mindset, and the mental models behind better decisions.

Some posts are refined, others are exploratory. The site is part reference library, part sandbox — a place to test ideas, track what I learn, and refine how I think. 

It’s my way of applying the Feynman technique: learning by explaining.

The nav bar covers investing frameworks, productivity insights, and longer-form articles. The research section covers a few project I'm working on.

If you think deeply about markets, mental models, and self-improvement, you’ll feel at home here.

Recent Projects

Automated Trade Reconciliation Tool

Built an automated reconciliation tool to match internal vs. broker trade reports using SQL, Python, and Excel. Flags mismatches and generates a clean, formatted report.

  • Built in Python using pandas and openpyxl  

  • SQL-based reconciliation logic (join, filter, flag)  

  • Generates multi-sheet Excel output with mismatch reporting 

🔗 View on GitHub

Research into Ultra ($UOS)

Part of my ongoing research into Ultra ($UOS), a Web3 gaming infrastructure project. This toolkit (aims to) track real-time testnet activity and explore smart contract deployment, developer behavior, and repo-level architecture.

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  • Built in Python to scan Ultra’s public testnet for smart contract actions

  • Linked contract activity to codebases (Ultra, Vaulta, Cloak) for ecosystem readiness signals

  • Included repo mapping, actor tracking, and privacy layer analysis (Zeos/Cloak)

  • Also added a transcription tool for parsing AMAs and dev calls into structured insights 

💻 Explore the Ultra Research Toolkit on GitHub

About Me

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Finance graduate and investor interested in emerging tech and market dynamics.


I write research-driven theses and share insights on focus, execution, and systems-thinking.

Featured Research

Ultra – A Full Stack Bet on Web3 Gaming
An asymmetric bet in the blockchain space.

Explore the stack, the thesis, and what’s next.
 

  • GitHub

© SJMcCormick, 2025 | What are you doing down here? 

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