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thematic Members 7 min read

The End of the Beginning

SpaceX has always captured my imagination. So did Asimov, Philip K. Dick, and yes, Star Trek: The Next Generation. What changed is that a public listing makes investing in space tangible. The question is what the risk looks like, and where value gets created.

August 11, 2026 by Joe Zidle

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thematic Members Jul 23, 2026

The U-Haul Spread

A 26-foot U-Haul from Beverly Hills to Austin costs $6,316 today. The same truck, same day, Austin to Beverly Hills: $2,008. U-Haul is not registering a political opinion; it is solving a logistics problem. For allocators, the price of the truck is trivia; the direction it points is the thesis.

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allocation Members Jul 14, 2026

Why AI Won't Kill Jobs or Prices

The dominant narrative around AI assumes two things: it will eliminate jobs, and it will be deflationary. Both may be backwards.

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thematic Members Jun 23, 2026

The Price War Started. Good.

Last month I argued that infrastructure booms follow one pattern. The builders create the conditions. The adopters capture the gains. What triggers the handoff? Price wars begin when three conditions converge: capacity, interchangeability and buyer revolt. Own what absorbs the cheap input.

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ZidleMSG is not a registered investment adviser, broker-dealer, or fiduciary. All content is independent macroeconomic research and commentary, published for informational purposes only. Nothing on this website constitutes investment advice, a solicitation, or a recommendation to buy, sell, or hold any security or investment product. ZidleMSG does not manage assets, execute transactions, or provide personalized investment advice. Advisory engagements are limited to macroeconomic research and commentary and do not constitute an investment advisory relationship under the Investment Advisers Act of 1940. Consult a qualified financial professional before making any investment decision. © Zidle Macro Strategy Group. All rights reserved.

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