The Curve Is Lying to You
Silicon Valley is betting trillions on a date that will never arrive. Twenty watts of wet tissue explains why.
Macrowise Newsletter
Investing in the Digital Renaissance
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From Zombie to Rockstar: What GE’s Resurrection Tells Us About Intel.
The most important turnaround of the decade is not a corporate story. It is a sovereignty story.
Compute Is Priced. Connection Isn’t.
Calculus was the language that built the machine age. Complex systems is the language of the discovery age — and right now it says the AI trade is concentrated in the wrong layer.
The Discovery Age Has Started
Three results in four months, and a bill nobody wants to pay.
The DeepSeek Moment for Semiconductors
Huawei doesn’t want to catch up with ASML. It wants ASML to stop mattering.
The Peso Is Not a Colombian Story
The strongest currency on Earth has almost nothing to do with Colombia. Here’s who’s really behind it.
The Liquidity Rhythm
The market is a superposition of tribes that never read each other’s charts. That is the edge.
The Gap Is Not an Anomaly. It’s the Price of a New Production Model.
Fifteen years waiting for mean reversion. Maybe the market isn’t wrong. Maybe the mental model is.
The Mind of God
Biology has quietly abandoned the idea that life is a machine written in code.
The Rolling Bubble
A macro detective story. Two charts that can’t share a decade, one weapon, and a market that has already told you where it’s going — if you read the evidence in the right order.