Jeff Dorman, CFA

2) I take notes throughout the week on literally EVERYTHING I find interesting or relevant (I use @mondaydotcom). This can be links to tweets/articles (I always credit), things I overhear on our trading desk, or random thoughts that pop into my head.

3) Sometimes these notes are timely events and therefore it will either be used immediately, or will be discarded. Other times the ideas are timeless and they may stay in the "vault" for months until it fits a theme or I'm desperate for an idea (I call it my "rainy day" ideas).

4) There are tons of sources that provide me with data, tidbits, and ideas, but shout out to a few that I never miss b/c they really help make me think: The daily newsletter from @APompliano & @twobitidiot and the weekly write-ups from @Delphi_Digital and @nlw.

5) On Sunday morning, I organize these notes by themes -- meaning, I try to find 1-3 themes that best encapsulates a few different things that I've jotted down. Once I have my themes, I think about those themes throughout the rest of the day, and how best to form a narrative.

6) Finally, I start writing. Since I already have my themes, my sources / links, and a few notes written, physically writing it is usually easy. Some weeks are better than others, but like a baseball closer or a cornerback... once it's over, you have to move on to the next one.