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?

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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.

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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

FOR TEAMS / ORGANIZATIONS

What I Work On

Missing data, recurring manual analysis, conflicting metric definitions, or dashboards that stop before the decision.

FOR INDIVIDUALS

Build Your Own Career Intelligence System

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

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