No Dark GPUs, No Bear Market: The AI Cycle Meets the Bitcoin IPO Jordi Visser November 9, 2025 8:30 AM
QE for the Mind: How Artificial Intelligence Is Flooding the Economy with Intelligence Liquidity Jordi Visser November 3, 2025 3:45 PM
The New QE Is AI: Capex Surges, Labor weakens, DRAM Shortages, and Margin Supercycles Jordi Visser November 2, 2025 8:30 AM
THE FUTURE OF LABOR: AI, INCENTIVES, AND THE END OF WORK AS WE KNOW IT Jordi Visser October 28, 2025 11:25 AM
Why “This Is the Worst Jobs Market in 50 Years” (Outside of a Recession) and Why It’s Permanent Jordi Visser October 26, 2025 8:30 AM
Narrative Liquidity: How Capitalism Tells Fables to Build the Future Jordi Visser October 20, 2025 11:00 AM