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

31

Dec

2026: Headwinds, Risks & the Art of Pretending Everything Is Fine

5 min read

30

Dec

Nothing Happened... Which Is Exactly the Point

2 min read