Here are some of the best posts and notes from the past week: Posts 1. Silicon Valley Was Born a Defense Industry, and is Becoming One Again The valley’s
Revised Q4 figures turned AI capex into the only material growth line
The valley’s long civilian interlude may be ending as AI reconnects it to its military origins
A digest of recent Rough Notes
On credit convexity and cognition abundance
AI and climate change increasing insurer cross-line correlation
Recent notes on Western Heat Wave, Margin Debt, AI Benchmarks, etc.
Simulate the effect of oil price shocks on the economy
A new weekly future highlighting some of the best posts and charts of the past seven days
A digest of recent Rough Notes
Easy access to previous charts and graphics
