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Article

Fed Chair Odds as a Term-Premium Signal: Warsh Takes the Lead

Prediction markets are repricing Trump’s Fed chair pick toward Kevin Warsh. In the Pattern Nexus framework, this is not “personality politics.” It’s a term-premium and governance-risk signal that can move the long end, especially as allies fracture on trade b…

Policy Watch — Fed, Treasury & CBs (🏛️📜)
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Article

Compute Control

Compute is a controllable chokepoint. Advanced chips require rare tools, rare know-how, and permissioned supply chains. Export controls, fab constraints, and cloud gates now throttle AI capabilities as a new layer of modern power.

Long-Form Thesis Reports (📘🔥)
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