Gold Leads While Tech Loses Altitude
Jul 4, 2026July 04, 2026 | Overnight Macro #0012...
Writing
Research and essays on prediction markets, data, and systems.
Weak Payrolls Crack the Dollar, but Japan Still Sets the Edge
Jul 3, 2026July 03, 2026 | Overnight Macro #0011...
Yen Jitters and Chip Weakness Into Payrolls
Jul 2, 2026July 02, 2026 | Overnight Macro #0010...
The 114k Line
Jul 1, 2026Tomorrow’s number is 114,000....
Asia Reaction: Japan passed the data test.
Jul 1, 2026The Yen still failed....
Risk On, Duration Off Before Payrolls
Jul 1, 2026July 01, 2026 | Overnight Macro #0009...
Wednesday Gives the Rally Its Alibi
Jun 30, 2026Wednesday is the day the bond rally asks for evidence....
Fed Independence Holds, Oil Loses Lift, Yen Nears the Line
Jun 30, 2026June 30, 2026 | Overnight Macro #0008...
Tomorrow is the First Real Test
Jun 29, 2026Tuesday is where the week stops being a calendar and starts being a market test....
Oil Pops, Semis Still Bleed, Payrolls Loom
Jun 29, 2026The Overnight Read...
This Week in Macro: Oil Lost the Shock, Asia Lost the Bounce
Jun 29, 2026June 22-27, 2026 | Weekend Macro Review #0001...
Gold Up, Oil Down, Asia Still Wobbles
Jun 27, 2026June 27, 2026 | Overnight Macro #0006...
Hot PCE, Soft Oil, Fragile AI Bounce
Jun 26, 2026June 26, 2026 | Overnight Macro #0005...
Gold Breaks, Oil Cracks, PCE Looms
Jun 25, 2026June 25, 2026 | Overnight Macro #0004...
The Dollar Does the Tightening
Jun 24, 2026June 24, 2026 | Overnight Macro #0003...
Hikes Replace Oil as the Stress Test
Jun 23, 2026June 23, 2026 | Overnight Macro #0002...
Oil Tests the Soft Landing
Jun 22, 2026June 22, 2026 | Overnight Macro #0001...
Infrastructure for Autonomous Agents
Jun 19, 2026AI agents can only operate on what exists. The ceiling we accept becomes their ceiling....
Vertical AI Isn’t Software Anymore
Jun 15, 2026A field note on the rise of AI-native companies...
How to Build an AI-Native Company in 2026
Jun 5, 2026A practical guide for founders staring at the labor budget...
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