MARKET SIGNALS

What the numbers show — and where they stop.

Essays, economic tracking, and business analysis focused on the systems behind the numbers.

What the numbers show — and where they stop.

Essays, economic tracking, and business analysis focused on the systems behind the numbers.

ESSAYS

When Confidence Stops Telling You the Truth

AI Economy · August 2026

What happens when AI makes uncertainty quieter — increasing confidence even when the answer is wrong?

Read Essay

The Hard Part Isn't Cost. It's Outcome

AI Economy · August 2026

Why measuring AI outcomes is harder than measuring AI costs — and why that difference shapes business decisions.

Read Essay

ECONOMY TRACKER

Economy Tracker

Macro & Market Conditions

A recurring read on volatility, rates, credit spreads, the dollar, energy, and inflation — tracked over time to understand the economic regime, not predict the next move.

BUSINESS ANALYSIS

Affirm

Financial Services

Quarter-by-quarter analysis of Affirm’s business, operating drivers, economics, and what public data can and cannot establish.

View Affirm Coverage

Looking for something more structured?

Build Your Own Career Intelligence System

A guided implementation program for building a repeatable Career Intelligence System you own.

Built by Grace Ge

Building systems for better decisions.