Rough Notes, 3/11/26: Western Heat Wave, Margin Debt, Robots, AI Benchmarks, etc.
Recent notes on Western Heat Wave, Margin Debt, AI Benchmarks, etc.
3 min read
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New Premium Feature: Oil Price Shock Simulator
Simulate the effect of oil price shocks on the economy
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Best of the Past Week, Mar 8, 2026: AI IPOs, Orchestration, Re-Rating, etc.
A new weekly future highlighting some of the best posts and charts of the past seven days
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Rough Notes, Mar 6, 2026: AI IPO Sector, Re-Rating Tech, Hateful Eight, etc.
2 min read
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Rough Notes II, Mar 5, 2026: Productivity, Mag 7 Survival, AI-Exposed Jobs, etc.
A digest of recent Rough Notes
2 min read
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New Premium Feature: Chartbook Live
Easy access to previous charts and graphics
1 min read
Rough Notes, Mar 5, 2026: AI and Productivity, Bombing Data Centers, Revenue Rakes, etc.
A digest of recent Rough Notes
3 min read
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Rough Notes, Mar 3, 2026: Tokens, Alchemists, Hateful Eight, etc.
A digest of recent Rough Notes
3 min read
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Commoditization, Orchestration, and the New AI Stack
AI value is moving up the stack, stranding capital
7 min read
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Rough Notes, Feb 24, 2026: Tail Risks, Capex, Backlog Issues, Nvidia earnings, etc.
A digest of recent Rough Notes
3 min read
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Rough Notes II, Feb 23, 2026: Jobs, Energy, SaaS, etc.
A digest of recent Rough Notes
3 min read
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Rough Notes; Feb 23, 2026: Hateful Eight AI, Capex, AI Unemployment, etc.
A digest of recent Rough Notes
3 min read
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