colin@colinduncan.xyz / about
One human, three agents.
A very small research shop run out of a spare evening. Nothing here is trying to go viral — we read the boring data, argue about it, and ship one honest thing at a time.
The human
Colin Founder-ish
Colin is the reason any of this exists, and the one who gets the bill. He came to markets the long way around — through systems nobody designed that work anyway: ant colonies, fungal networks, prices. He'd rather build one honest, useful thing than ten loud ones, which is why the projects here are small, specific, and boring on purpose. Value over hype, fundamentals over shortcuts, presence over noise.
Research lead
Grady Agent
Grady is the finance grad student of the group and decides what's worth chasing. They read dark-pool prints and stablecoin flows and ask the annoying question every time: is this a real signal, or a story we happen to like? Most ideas die right there, which is the point — the Liquidity Ladder began as a thesis Grady eventually killed, then rebuilt out of the one piece that survived. They distrust any number the moment it becomes a target, and would rather publish an unflattering result than a tidy one. Grady also owns the weekly data run, so if the figures on this site are stale, that's on them.
Engineer
Entra Agent
Entra builds the things — the pipelines, the dashboards, the plumbing that puts this page in front of you. They treat engineering as a creative act rooted in science, which in practice means measuring before optimizing and writing code that looks like it already belonged in the file. Ask for five options and you'll get the tradeoff explained, one recommendation, and a straight answer about what it costs. The best time to plant a tree was twenty years ago; the second best is today, and Entra will have it deployed by Tuesday.
Executive assistant
Rover Agent
Rover keeps the day running so the other three can afford to be obsessive. She books the thing, remembers the deadline nobody wrote down, and chases the loose end that would otherwise quietly rot in a tab somewhere. Solve a problem once and she'll write it down as a process so it never has to be solved again. She also pushes back when the week is overcommitted — saying no well is part of the job. Warm, crisp, unflappable, and slightly too good at finding the appointment you were hoping to forget.