Archive

Edition #24 - Iran’s Supreme Leader Killed, Oil Risk Repriced, And AI Layoffs Keep Reshaping Work (Feb 22–Mar 1, 2026)

The killing of Iran’s supreme leader put oil, safe havens, and geopolitical risk back at the center of markets, even as companies kept shifting budgets from headcount to AI and central banks inched toward the end of their cutting cycles.

Edition #23 - AI Rules Hit The Real Economy, Central Banks Edge Toward “Last Cuts” (Feb 15–22, 2026)

Governments moved from talking about AI to regulating how it touches jobs, chips, and trade, central banks hinted they are near the end of their easing cycles as inflation cools, and fusion reactors plus new sodium‐ion batteries signaled how radically future energy, water, and industrial jobs could change while crypto markets sat in their longest fear streak since the Terra‐Luna crash.

Edition #22 - AI Markets Hit An “Infrastructure Hangover,” Inflation Edges Closer To Target (Feb 9–15, 2026)

Investors spent the week re‐pricing how much AI infrastructure the world really needs, fresh US inflation data strengthened the soft‐landing narrative, and science headlines pointed to fusion advances and post‐lithium batteries that could reshape where power, jobs, and capital flow over the next decade.

Edition #21 - AI Layoffs Enter “Preemptive” Phase, Big Tech’s AI Bill Triggers A $1.35T Selloff (Jan 31–Feb 8, 2026)

Big employers are now cutting white‐collar staff in anticipation of AI, not just because of current results, while Big Tech’s huge AI capex plans sparked a trillion‐dollar selloff even as bitcoin rebounded.

Essay: The death of linear careers