The Ghost Ship
In September 2026, a private equity firm will close on a company that has no office, no water cooler, and no HR department to speak of. Fifteen people will generate $20 million in revenue and $6 million in profit. Meet AI Agents...
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macro & strategy
Members
May 14, 2026
The Builders Paradox
History has a consistent verdict on infrastructure booms: the builders create the conditions, and the adopters capture the gains. The pattern across every major infrastructure cycle is the same. We nearing the transition point between those two phases.
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macro & strategy
Members
May 12, 2026
The Oil Transmission Arrives
The April CPI confirms what forward indicators have signaled for months: inflation is re-accelerating, not fading. The oil price transmission mechanism continues to be a big inflation risk as the year unfolds. And the Fed may already be behind the curve.
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macro & strategy
Free
May 7, 2026
Why the Generation That Can't Find Jobs May Be Building the Next Economy
What's really happening to the generation entering the workforce for the first time? The standard narrative is straightforward: AI is displacing young workers, and that's a problem. Here's what the standard narrative misses.
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