Feb 13, 2026
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3 min read
OTHERS.D is setting up like 2016 and 2019 — not 2022. Pay attention.
Asymmetric Setup
4 min read
Positioning for the next leg of energy outperformance
Outside The Bubble
The weekly signal digest on emerging tech and capital shifts.
Feb 12, 2026
Great stories fade. Durable economics compound. ABIP Fundamentals Series — Part 4 of 12
Feb 11, 2026
AI changes workflows. It doesn’t erase infrastructure. A new weekly segment.
Software vs. Everything Else
Feb 10, 2026
7 min read
Extreme apathy, HTF support, and where disciplined capital actually steps in - A lesson in trading the mean reversion bounce
Analysis
ServiceTitan: The OS for the Trades (and Why AI Makes It Stronger, Not Weaker)
If you’re waiting on a calendar, you’re already late. ABIP Fundamentals Series — Part 3 of 12
Feb 5, 2026
Mispriced is common. Misunderstood is rare. ABIP Fundamentals Series — Part 2 of 12
Early Inflection
Feb 4, 2026
6 min read
Why the market may force a scoop before it allows the score
A real-time case study in asymmetric conviction
Market Orientation
Feb 3, 2026
Why capital is quietly getting vacuumed out of the market
5 min read
This isn’t a checklist. It’s a kill-switch. ABIP Fundamentals Series — Part 1 of 12
Investing Lessons
Feb 2, 2026
And why it has nothing to do with stock picks
Jan 30, 2026
Jan 28, 2026
That’s the Signal Everyone’s Missing.
Jan 27, 2026
If Trump names a BlackRock CIO as Fed Chair, this isn’t about rates. It’s about running the economy hot — consequences later.
How to spot accumulation before the narrative catches up
Jan 26, 2026
The most under-appreciated risk sitting beneath global markets right now
Structural Shift
Jan 25, 2026
When hype replaces fundamentals, the edge is already gone
Portfolio Update
Jan 24, 2026
Jan 23, 2026
And What That Signals About the Future of Insurance
Jan 22, 2026
Jan 20, 2026
1 min read