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Insights

Scenario analysis, strategic notes, and high-signal thinking on markets, technology, and decision-making.

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Iran's Three Endgames cover
March 7, 2026 | Scenario Analysis

Iran's Three Endgames

Failed state, antagonistic continuity, or swift revolution. Three futures for Iran and the market regime each creates, plus the worst case of a regional Middle East war.
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Corn Became Cords cover
March 5, 2026 | Analysis

Corn Became Cords

Adam Smith argued labor is the measure of value. In a world of humanoid robotics and AI, labor is increasingly electric, nonhuman, and ownership-driven. What changes for America from here?
TeXla cover
February 14, 2026 | Scenario Analysis

TeXla: Why Tesla, SpaceX, and xAI Could Merge

A scenario analysis of a Tesla + SpaceX + xAI consolidation: strategic logic, drivers, risks, and valuation ranges.

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