Spectra Markets Survey Results

I am getting completely flat for the first time in weeks
Is Citrini Right That Scaling AI Will Create A White-Collar Apocalypse?

Tech Companies Have Accelerated Their Investments In AI, Even Using Debt To Fund The Expansion
Iran | International Arbitration Brief

The Disputes Cascade — Without Iran in the Caption
GeoRisk: Still YELLOW | AI & Markets

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Best Long & Short Strategies 2026 Q1

AI Repricing Is Gathering Steam
Bessent | Treasury–Fed Accord: How the Fed Finally Told the White House “No”

Hetzel-Leach account of how the Fed won its independence
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Three Macro Themes Repricing Assets And Driving Economic Growth

Is AI going to wipe out SaaS?
Assumability – Lower Mortgage Rates Means More Consumption (Part II)

Lower rates will unlock trillions in “trapped” home equity to stimulate consumption
GSWM | GeoRisk: YELLOW, Down From AMBER

Yellow to match the quesadilla traders…