Analysis
Long-form work for readers who want the operating logic beneath the theater.
Analysis is where the site slows down and follows the system: debt, inflation, AI, surveillance, media incentives, and the institutional architecture that keeps obvious failures insulated from accountability.
Iran’s Ceasefire Isn’t Peace. It’s a Toll Booth on the Global Economy.
The ceasefire headline calms the public, but the real system is still fragile: Hormuz remains a leverage point, shipping is stressed, oil risk is still being priced, and ordinary people are the ones who get the bill.
Not hotter takes. Better maps.
These pieces are built to clarify incentives and expose the structure underneath events. They should give readers stronger framing, cleaner sequencing, and a better map of what power is actually doing.
- Debt and inflation as political operating systems
- Technology as a control and narrative layer
- Media theater as insulation for institutional failure
Best of analysis
Start with the clearest pieces, not just the newest ones.
The Defense Budget Theatre
The cleanest starting piece for readers trying to understand state capacity, debt stress, and the public invoice behind elite priorities.
AI Can Cut Prices. The Debt State Still Needs You Paying More.
A strong bridge between automation hype, inflation politics, and the deeper logic of a debt-heavy system that still needs rising nominal cash flow.
Iran’s Ceasefire Isn’t Peace. It’s a Toll Booth on the Global Economy.
The sharpest map of how geopolitical theater turns into shipping stress, oil risk, and a bill that lands at home.
Core reads
Pieces that define the tone and direction of the publication.
Jordi’s Sunday Market Report: The Fireworks Are Over, But the AI Cycle Is Not
Jordi Visser’s latest market framework: the AI trade is rotating from fireworks to digestion, not collapsing into a simple bubble unwind.
Jordi’s Sunday Market Report: The AI Trade Is Running Into the Physical World
Jordi Visser’s latest market framework: AI demand is real, but the next phase is about bottlenecks, power, inflation, positioning, and the physical-w…
23andMe Shows Why Genetic Data Is Not Just Another Bankruptcy Asset
California’s lawsuit against 23andMe’s successor shows why genetic data cannot be treated like an ordinary hacked password or bankruptcy asset.
Bottlenecks, Momentum Breaks, and the Market’s Next AI Phase
Jordi Visser’s latest market framework: AI remains the secular trend, but bottlenecks, oil, rates, momentum breaks, and agentic financial rails now d…
Congress Keeps Finding Ways Not to Vote on War Powers
The abandoned Iran war-powers vote is a procedural story with a larger meaning: Washington’s foreign-policy class wants influence over escalation wit…
Washington Just Became a Quantum Shareholder
The quantum-computing package is not just another CHIPS Act subsidy. Washington is moving from grant-maker to shareholder in strategic compute infras…