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Jan 5, 2026
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13 min read
Optimism remains, but tolerance is thinning. Where costs rise and timelines stretch, patience becomes conditional.
Jan 4, 2026
11 min read
Proof Week: Venezuela after Maduro will show whether growth still clears under constraint, as a full slate of labor, manufacturing, housing, and sentiment data arrives to test permission over momentum.
Jan 3, 2026
8 min read
The Week Markets Stopped Paying for Assistance
Jan 2, 2026
Incentives are fading, debt is snapping, and scale is being judged without help. Capital isn’t fleeing markets... it’s getting ruthless about where it still shows up.
12 min read
Some parts of the economy are reaccelerating. Others are stalling. The difference isn’t demand... it’s friction.
Jan 1, 2026
10 min read
Why stability this year required discipline, filtration, and real constraint.