Market Insights

Few Highlights from Substack

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Fed Independence Refocuses in a Fiscal Dominant World -

Jan 18, 2026

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The Scarcity Advantage: China’s Path to AI Sovereignty -

Jan 11, 2026

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2026: The Year of "Show Me the Money" & The Pivot to Inference - Jan 4, 2026

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The "Generative AI" Effect on Credit Markets

- Nov 30, 2025

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Solid AI Earnings: So Far, So Good (But Watch the Froth) - Nov 23, 2025

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The Preservation Mode: Story from the Data - Nov 16, 2025

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This is my space to explore the intersection of macroeconomics and stock market trends, deep dives into market-moving news, understandable explanations of complex financial topics.

[Previous Posts - Please check out on my LinkedIn Posts & Substack Archive]

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