You won’t find this chart in the headlines, but it might be the most important signal in last week’s employment report. Construction and manufacturing payrolls just turned negative year-over-year. That may sound niche, but historically, it’s the part of the economy that leads job losses into recessions.
Why custom, declarative software will eat the world. Not a chain of non-deterministic agent bots. So I'm doing the LinkedIn thing and seeing way too much of the word "agentic" or "AI agent", while watching mostly hype with few real implementations that wow me.
We don’t do stock picks. We don’t chase clicks. We don’t pretend to know what can’t be known. We ask better questions. We search for structure in chaos. We follow forces, not forecasts. We try to understand the system, better and better, every day. This is
I've never liked financial news. It always feels like a shallow story glued onto yesterday’s chart. Markets move for a thousand reasons. Economic, geopolitical, behavioral, structural. But most coverage reduces it to: “Here’s the narrative we’ve decided fits.” We can do better. I’ve spent