08

Jan

Markets Tried to Scare Us... Didn't Work

1 min read

07

Jan

Grinding Higher, With Selective Follow-Through

1 min read

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