Restarting on Substack...
It’s good to be back. I’ve finally carved out the time to return to Substack, and I’m hitting the ground running. My latest thesis is the most critical one yet: 2026 is the Year of Rotation. We are witnessing the end of the AI infrastructure obsession and the birth of a new Consumer era. In my first article back, I break down the specific mechanics of this shift: The 6 Pillars of 2026: Why the World Cup and "One Big Beautiful Bill" are the real catalysts. The Monthly War Map: A month-by-month breakdown of market liquidity. I’m excited to share this new chapter with you. Read the 2026 Roadmap and subscribe below: Thank you once again for reading.