Signal
The data and news that made me stop.
Interesting data, timely macro developments, and what I think they are telling us.
↻ Updated bi-weekly, or moreThe Industry Drones Killed Is About to Get Its Price Back
2026-08-09
Refiners Won't All Feel Hormuz the Same Way
2026-07-22
FREYJA/Bliksem: The Trade Isn't "China Wins"
2026-07-15
Why the AI-Infrastructure "Cheaper Financing" Trade Doesn't Hold Up
2026-07-11
China's Investment Slump: what hides behind the 4.1% yoy movement?
2026-07-05
What CFOs Need to Know Before AI Spend Scales
2026-05-02
The 80% That Stays Human Until It Doesn't
2026-04-21
The Household Digital Divide AI Is Building
2026-04-08
The price collapse that proves the split
2026-03-26
When a risk becomes ambient, it exits the language of strategy and enters the language of assumption
2026-03-24
CHROs planning workforce transitions around these numbers are building on sand
2026-03-20
Why AI Stalls Where It Should Shine
2026-03-18
Short on AI talent? No, Europe shorts on the mobility that would let talent meet opportunity
2026-03-16