About the Meridian

My publication is a top finance bestseller that centers on investing with a thorough sensitivity to economic policy and geopolitical movements. The thesis is simple:

Investments are more sensitive than ever to rapidly-changing political tides. Winning trades are made by having an accurate understanding of sector sentiment, economic policy and conditions, and regulatory posture. These trades also require availing oneself of the appropriate instruments on hand for each occasion. No matter the terrain, success can be in reach. But only if armed with the right kind of diligence.

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Pay Dues and Join the Crew

Everything in this publication and platform is curated intentionally. It’s important to me that we cultivate a community of like-minded individuals who share each others’ interests in finance, geopolitics, economic policy, business, psychology, and decision theory. There is tremendous value in an understanding their intersection.

Paid subscribers get exclusive and advance access to high-caliber research. They are given entry to my trading terminal page, which includes position modeling and trade information. They are also invited to special events including Q&A sessions, and they can participate in the comments section and chatroom. Each of my crewmates is cherished and loved delicately.

Who is Captain Steve?

Steve is an academic by trade. He completed his PhD at M.I.T. and subsequently became a professor in an entirely different subject matter. But neither the subject of his PhD, nor the department he became a professor in afterwards, had anything to do with finance, business, politics, energy, economics, or so on.

He has a passion for learning and enjoys applying his research acumen to the financial markets. In 2025, he took his $70K portfolio to around $45M across his brokerage and retirement. His risk threshold is high as is his conviction in the research he does. He does not recommend following his trading style without serious consideration of personal temperament, risk appetite, and portfolio composition. Steve is not a financial advisor. Nothing he writes or implies is financial advice.

Steve has a rabbit that he loves very much; she will inherit his empire on his passing. Sadly, his rabbit is also not a financial advisor.

We hope to see you aboard!

Scholarships: I am able to provide a limited number of annual scholarships at various levels. If you would like to apply for consideration, please fill out this form.

Disclaimer: I am not in the business of giving financial advice. That is, I am not a financial advisor. None of what I say here is a recommendation to hold or not hold shares or other instruments of any particular company or series of companies. All that is contained on my page is research in which I convey and substantiate personal views and commentary about where sectors, economic policies, industries, so on, may go. As always, please do your own research and understand the risks involved before placing any trades. I am not responsible for any of the decisions you choose to make.

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Seasoned investing sensitive to economic policy and geopolitical trends. From the energy transition and critical minerals to defense, AI, and technology.

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