Curated signal
Everything the market is publishing, read for you. One brief that earns its place in your inbox.
Three editions a day, five days a week. Strategic intelligence at the pace the market moves. Plus The Deep-Dive every Sunday.
The assumption that frontier AI stays under unitary private control is wrong. Equity, liability, and compute are all under simultaneous pressure from uncoordinated actors. The convergence arrived in a single news cycle. Which plane moves first is the strategic question.
The proposition
Most morning briefings tell you what happened. The Strategist's Brief tells you what changed and which reading of it the room will have wrong.
One non-obvious implication. The strongest counter-argument against it, stated plainly, because analysis you cannot defend is worthless. Three falsifiable signals to watch over the next ninety days.
The Morning Brief at 06:30. The Lunchtime Brief at 12:30. The Closing Brief at 17:30. The Deep-Dive every Sunday at 08:30.
Everything the market is publishing, read for you. One brief that earns its place in your inbox.
Why it matters. Who is exposed. What changes next. What would prove us wrong.
Source-traceable. Argument-led. Every brief signed off by an editor before it publishes.
Briefs and analysis
The assumption that frontier AI stays under unitary private control is wrong. Equity, liability, and compute are all under simultaneous pressure from uncoordinated actors. The convergence arrived in a single news cycle. Which plane moves first is the strategic question.
Preview brief
The ECB's return to hiking marks a regime shift, not a one-off. European corporates and sovereigns that modelled flat rates through 2025 face a structural funding cost reset that will reprice M&A, refinancing, and capex decisions for multiple quarters.
Preview brief
AI infrastructure is crossing from speculative to investment-grade. CoreWeave's spread compression and Oracle's $40B raise will lower capital costs for the next buildout wave, entrenching first-movers and forcing laggards to compete on fundamentals.
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Method
Every brief begins with the source documents: earnings calls, regulatory filings, court papers, government statements. It ends with a human edit. The speed is the point. So is the discipline. If a brief cannot be defended on its sources, it does not publish.
Readers
Five minutes of external context before a ninety-minute board meeting.
Issue spotting across regulatory, geopolitical and disputes risk you are already retained on.
Signals that move conviction before they move price.
Policy direction read early. Often before it is announced.
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