FaaC: FinTwit-as-a-Contra
The Bear Market of 2026 (?)
Latest
The Boy Who Cried Wolf: Trump Edition
The Regime Change Trade
test
Preparing for the Bust
Shorting AI
Trump is Pot Committed
But soon he'll go ALL IN
Newsletter
AI-ran 🧑🏻💻🇮🇷
energy chokepoint = compute chokepoint = economic chokepoint
AI
LaaS: Layoffs-as-a-Service
When AI Turns from Tailwind to Headwind
Newsletter
b.AI.t and Switch: The Confidence Game
and the Soros-FinTwit effect
Newsletter
Gold, War & Currency Debasement
Technology
Low Hanging Compute
....and the Era of Technological Determinism
Breakout by Philo
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
Newsletter
Disruptors or Disrupted? Duolingo
FLASH NOTE
Newsletter
Zooming out on AI: Part 1
Let the AI-Complex Wars begin.