2026-02-25
The 2028 Global Intelligence Crisis That Wasn't A Macro Memo from the Actual June 2028, Not the Fanfic Version The unemployment rate printed 3.8% this morning, roughly where it's been all year. The market yawned. The S&P 500 is at 7,400, which is somehow both a record high and a
Financial Times
An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise
2026-02-24
The 2028 Global Intelligence Crisis That Wasn't A Macro Memo from the Actual June 2028, Not the Fanfic Version The unemployment rate printed 3.8% this morning, roughly where it's been all year. The market yawned. The S&P 500 is at 7,400, which is somehow both a record high and a
Financial Times
An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise
Most of the sell-side has remained hilariously silent at a mere Substacker seemingly shaking markets, even though the anguish and frustration is almost palpable.