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Research Notes and Reports

Q2 Earnings Surprise + GPT-5 Release: The Next Industrial Revolution Is Here

August 10, 2025 - 8:30 AM

Q2 Earnings Surprise + GPT-5 Release: The Next Industrial Revolution Is Here

The Institutionalization of Rebellion: Why Crypto and AI Are Winning

August 5, 2025 - 2:01 PM

The Institutionalization of Rebellion: Why Crypto and AI Are Winning

The AGI Race: The Defining Macro Force of Our Time is Here

August 3, 2025 - 8:30 AM

The AGI Race: The Defining Macro Force of Our Time is Here

The Carousel of Progress Is Broken: AI Agents and the New Economics of Speed

July 28, 2025 - 12:01 PM

The Carousel of Progress Is Broken: AI Agents and the New Economics of Speed

A PMI Rise: Paranoia Motivates Investment

July 21, 2025 - 10:31 AM

A PMI Rise: Paranoia Motivates Investment

Trump Floats The Powell Firing Trial Balloon

July 20, 2025 - 8:30 AM

Trump Floats The Powell Firing Trial Balloon

Electrons, Empires, and the Elemental Race for Copper

July 10, 2025 - 1:47 PM

Electrons, Empires, and the Elemental Race for Copper

WILL THE 2030S WILL BE A GRAVEYARD FOR FORTUNE 500 COMPANIES?

July 6, 2025 - 8:30 AM

WILL THE 2030S WILL BE A GRAVEYARD FOR FORTUNE 500 COMPANIES?

The Great Divergence: LEI Screams Recession, AI Powers Ahead

June 29, 2025 - 8:30 AM

The Great Divergence: LEI Screams Recession, AI Powers Ahead

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