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Article
Open →The Space Infrastructure Race Just Escalated: PALLAS-1, Orbital Warfare, and NASA’s Mars Network
Three developments in the first days of September 2026 pushed the space-infrastructure thesis forward again. China’s Galactic Energy successfully launched PALLAS-1, a reusable medium-lift rocket designed for repeated flights and constellation deployment. Reut…
Cosmology & Space (🚀🌠)Article
Open →The Oil Inventory War Machine: How Long the Global Buffer Can Hold
A full Pattern Nexus reconstruction of U.S. and global oil inventories from the 1970s through the 2026 war shock, including original regressions, depletion scenarios, strategic reserves, refinery constraints, inflation, growth, rates and the path forward. Me…
📊Macro & MarketsArticle
Open →Hard Assets Follow Liquidity, Not Inflation? The Full Data Reconstruction — 2026 Update
A 2003–2026 reconstruction of Fed liquidity, gold, housing and NASDAQ data, plus an experimental stablecoin-augmented liquidity index. Meta tags: liquidity conditions index, hard assets, gold, Federal Reserve balance sheet, Treasury General Account, reverse …
🧭Nexus ReportsArticle
Open →The Sun, Liquidity, and Financial Turning Points: The Regression Missed the Regime
A corrected Pattern Nexus analysis of solar cycles, liquidity, recessions, and financial tops from January 1987 through July 2026. The first monthly regression rejected a short-horizon trading signal. The properly specified regime test found that all four U.S…
Long-Form Thesis Reports (📘🔥)