Latent EquitySignature series
The series we come back to
Recurring research, each with its own history, so you can see how the picture has changed rather than just today's snapshot.
AI Build Monitor
Weekly read on the build across compute, power, agents/demand and capital/credit.
AI capital ledger
How the build is being paid for: leases, supplier commitments and supplier warrants.
Power meter
Grid queues, capacity auctions and who pays for new power.
Log-trend channels
Monthly log-trend channels for $SPY, $QQQ, $BTC and $ETH.
Semiconductors
Chip output, exports and supply chains.
Agentic economy
Where AI labs and agents are moving into real industries.
Macro history
Event studies that put today's headlines against the record.
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