06

Jan

Momentum Returns, But Leadership Frays

1 min read

05

Jan

An Al Dystopia (But Make It Tradable)

1 min read

03

Jan

2026 Macro Thesis: Al Lift, Policy Drag, and the End of Easy Beta

5 min read

02

Jan

Markets: Gravity Is Back

1 min read

31

Dec

Year-End Quiet Tape, Positioning for Q1 Risk

1 min read