Data Centers
+7
Nov 2, 2026
•
4 min read
Strong headline growth, weak market reactions, and an increasingly fragile AI investment cycle.
Investing
+5
Apr 4, 2026
16 min read
And the Markets are Signaling That They Agree
Oct 10, 2026
6 min read
Part 1: The AI Infrastructure Capital Cycle
Oct 11, 2026
Part 2: The Circular Financing Loop
Oct 12, 2026
8 min read
Part 3: The AI Buildout’s Triple Constraint: Power, Capital, and the Cost of Debt
+6
Oct 14, 2026
Part 5: The Contagion Map - From Project Delays to Contagion
Contagion Risk
Oct 26, 2026
Multiple late cycle signs are appearing.
The Economy Tracker
Your guide to navigating the economy and markets.
Written by
Nick Tomas
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Inflation
Oct 19, 2026
9 min read
Has this cycle's Countrywide Financial moment arrived?
Oct 13, 2026
Part 4: Private Credit, PE, and Insurance - The Shadow Banking Risk
+8
Sep 16, 2026
5 min read
Now Watch 7,500 on the S&P 500
