Rising volatility, foundational tech adoption, a booming and widening market. The call. The war has only delayed our market melt-up call, and as a result it starts now. An eight-month Iran war, fought directly rather than by threat and proxy as Coolidge handled Mexico in 1927, kept a
Why the midterms make the Tesla and SpaceX merger more urgent, and why the growth is heading to Florida. TSLA, SPCX. The governor who moved corporate America In 1913, New Jersey was where American companies incorporated. Its general corporation law had made it the legal home of the great trusts.
A whitepaper on outcome-trained specialist models, their compute economics, and what they mean for data-center demand, local AI, and the companies positioned to benefit, 2026 to 2031. Executive Summary The public story of artificial intelligence in 2024 to 2026 has been a story of scale: trillion-parameter language
The October Call lands, the refunding moves toward the Colossus Doctrine, and the Trillion-Dollar Discount still works. The short version The Colossus Doctrine holds that the Treasury should buy back its cheap long-term bonds, pay for them with short-term bills, and rely on bill demand created by
A patient-friendly whitepaper on how an institution-backed test, treat and retest model could change the course of chronic disease and medical spending. The central opportunity The ReBalU Longevity and Wellness Center Program is designed around a different question: can we identify a person's biological strain, address
Why visceral fat regain after GLP-1 treatment could leave you worse off. Executive summary The health risk after GLP-1 withdrawal is not simply that the pounds return. It is that abdominal fat and cardiometabolic risk can return while lost lean tissue and physical capacity remain incompletely recovered. In
How portable ultrasound with AI and the ReBalU Primed Cell Test can work together. A plain-English evidence summary for longevity and wellness centers from SOD Sciences: how visceral fat causes damage, its ties to sleep apnea and insomnia, its causal and correlational links to cancer and fatty liver, and
Thoughts, stories and ideas.
A JD Unfiltered financial and economic briefing. Series: The Real Rate on the 99-Year Clock. We believe a major acceleration in productivity is coming. In plain English, businesses will produce more for each hour of work, helping profits grow while easing pressure on prices. Our reading of the evidence
Biotech has reached the steep part of the curve, and AI is making it steeper. LLY, MRK, MRNA, RVMD, NTLA, GSK. JD Unfiltered Research. In six months, a pill doubled survival in metastatic pancreatic cancer, a single gene-editing infusion all but switched off a hereditary disease, and a vaccine
The final conclusion: agentic AI in the hands of experienced professionals comes for the big brokers, the banks and the ad companies. The 25-Year Small Public Company Descent to Hell, Part 4. Summary For three reports we have traced one phenomenon. For 25 years, greed, irresponsible regulation and brokerage
Why valuation does not survive the forces now reshaping AI, and why the company is racing to list before the market sees them. The argument in brief Anthropic is asking public investors to pay roughly $1.5 trillion to $2 trillion for a company whose most recent quarter brought in
How order flow agreements, not-held discretion, non-deal roadshows and rules nobody enforces let the trading firms see, and play against, every small company and its shareholders, and how to turn your cards face down. The 25-Year Small Public Company Descent to Hell, Part 3. Summary Part 1
The Gulf's desalination dependence, Iran's asymmetric water advantage, and why drinking water may be the hidden brake on US escalation. Strategic research whitepaper. Bottom line. Saudi Arabia, Kuwait, the UAE, Oman, Qatar and Bahrain get most of their drinking water from a small number of coastal
Anthropic's IPO and Meta's $95 billion financing plan put the same question before public investors: can AI turn extraordinary demand into durable cash returns, or will shareholders keep funding the buildout? AI capital markets. In 2000, Lucent Technologies described its $2 billion financing package for Winstar
A Schumpeterian answer: agentic AI in the hands of experienced market professionals as the life preserver for small public companies. The 25-Year Small Public Company Descent to Hell, Part 2. Creative destruction of the market structure. The vacuum, agentic AI, the Coupon Token, the Premium Convertible, carrying it out,
How market structure shifted small-company capital from growth investors to predatory financiers. Market structure analysis. History, mechanism, the large trading firms, return and dilution evidence, and the way forward. There is hope. Summary Over the past 10 to 15 years, the smallest US public companies and OTC-traded companies
SpaceX has bought the airwaves for a fourth national carrier and is now negotiating for at least 80,000 cell sites to put them on. The one layer it does not control is the radio that sits on every one of those sites. We believe SpaceX will pay $24 to
A companion to "Tagatose: A Natural Rare Sugar with a Systems-Level Health Case." Prepared for SOD Sciences and the ReBalU platform. This brief presents the same thesis at three levels: a plain-English explanation, a scientific interpretation, and a partner-facing opportunity. The organizing idea is the
Musk pledged one SpaceX share to every American child and called it the first of many. The real bet is universal high income, and whether the machines can pay for it. SPCX, TSLA. JD Unfiltered Research. Musk pledged one SpaceX share to every American child and called it the first