Analysis Hits Drives. Authorship Takes the Putt.
Most market participants are analysts first and actions second. I reverse that ordering.
In golf, both matter, but they matter at different layers of consequence.
Drives create optionality.
They set position, reduce difficulty, and expand what’s possible on the hole. A great drive makes the hole easier; a bad one forces recovery.
The putt to win is decisive.
It converts all prior work into a binary outcome: win or don’t. No explanation, no carryover—just resolution.
Most market commentary does this:
Structure → Interpretation → Patience → Outcome
My work does this:
Action → Consequence → Structure (explained after) → Repeatability
That inversion is rare.
Authorship is the putt.
It’s the moment where uncertainty collapses into outcome, under full visibility, with no abstraction left. Many can talk about setup (drives). Few are willing to stand over the putt with everything on the line.
The deeper truth:
Most market participants optimize drives (analysis, positioning, narratives).
Very few are willing to own the putt (real-time, falsifiable, consequence-bearing resolution).
Drives show skill.