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Read the research behind market moves and explore its connections to assets, events and sources.

623 observations
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Routed articles623Rebuilt when articles change
Tracked assets0In the reports on this page
Cited sources184In the reports on this page
Research edges406Draft connections on this page

The article total covers this entire filtered desk. Topic, asset and evidence coverage below relates only to the 12 reports on this page.

Latest research

Market research and asset context

Editorial illustration of G7 leaders as silhouettes around a conference table shaped like a circuit board and mining map, with minerals, server racks, energy lines and defense components linked by glowing supply-chain routes.
Global Regimes & Realignments (🌍🧭)76% desk relevance

G7 Moves the Critical-Minerals Chokepoint Into an Allied Supply-Chain Bloc

France is pushing G7 partners at the June 15-17 Évian summit to back a critical-minerals statement aimed at reducing Western reliance on China, Reuters reported via Internazionale. Japan separately proposed a G7 stockpiling frame…

Analysis · 7 min
Geopolitics Pulse Poll (Jan 7, 2026 — 6:00 PM CT)
War, Conflict & Escalation Signals (⚠️💣)76% desk relevance

Geopolitics Pulse Poll (Jan 7, 2026 — 6:00 PM CT)

As of 6:00 PM CT on Jan 7, 2026, the risk tape is being shaped by Venezuela/Caribbean control claims, Middle East fragmentation and Iran stress, Arctic basing and Greenland leverage, and the China–Taiwan drill spiral. This poll c…

Analysis · 1 min
Standards as Weapons
Long-Form Thesis Reports (📘🔥)76% desk relevance

Standards as Weapons

Standards are not neutral. ISO frameworks, accounting rules, settlement norms, and governance protocols act as invisible weapons—embedding power into interoperability, compliance, and market access without legislation.

Analysis · 6 min
Can You Print Money? How Money Creation Really Works
Long-Form Thesis Reports (📘🔥)76% desk relevance

Can You Print Money? How Money Creation Really Works

Every swipe, signature, and settlement: a systems-level tour of modern money creation—from bank balance sheets and credit lines to the Fed’s monopoly on the base layer.

Analysis · 8 min
The Pressure Is Spreading: Cuba, Iran and the Next 90 Days
War, Conflict & Escalation Signals (⚠️💣)62% desk relevance

The Pressure Is Spreading: Cuba, Iran and the Next 90 Days

A full Pattern Nexus geopolitical assessment across Cuba, Venezuela, the Americas, Greenland, Europe, Russia–Ukraine, Korea and the Middle East, with 18 regional ratings, explicit scenario weights and preserved forecast deadlines.

Forecast Analysis · 64 min
Editorial illustration of a Texas semiconductor supplier park with clean-room buildings, power lines, cranes, server racks, silicon wafers and subtle Taiwan-to-U.S. supply-chain lines.
AI Industrial Flywheel (⚙️🤖🔥)62% desk relevance

Taiwan Turns Texas Supplier Parks Into an AI-Hardware Onshoring Rail

Taiwan’s Ministry of Economic Affairs says it is working on U.S. industrial parks funded by private companies with government assistance, with each park estimated at about $2 billion to $4 billion. Reporting from Bloomberg, Focus…

Analysis · 8 min
AI data center connected by transmission lines to upgraded nuclear plants and regional grid-control screens at dusk.
AI Industrial Flywheel (⚙️🤖🔥)62% desk relevance

Google Turns PJM Nuclear Uprates Into a 3.6-Gigawatt AI-Grid Power Rail

Google and Constellation announced a long-term PJM power package on October 6, 2026, centered on 890 MW of new nuclear capacity from uprates at existing reactors and 2,700 MW of additional supply. The structure matters because it…

Analysis · 7 min
An editorial illustration of a White House conference table reimagined as a glowing circuit-board control panel, surrounded by abstract AI server towers and audit checklists in muted red, white and blue tones.
Information Ecosystems (🛰️📡)62% desk relevance

White House Turns AI Safety Panic Into a Self-Regulation Accord

Reuters reported on October 3 that the Trump administration is emphasizing voluntary AI safeguards as public concern grows, and that the agreement with major AI firms includes no stated consequences for noncompliance. The publish…

Analysis · 7 min
Greenland Wasn't Sold. The Arctic Control Plane Was Rewritten.
Europe & NATO (🇪🇺🛡️)62% desk relevance

Greenland Wasn't Sold. The Arctic Control Plane Was Rewritten.

Greenland wasn't sold or annexed. The September 22, 2026 U.S.–Denmark–Greenland security agreement expands Pituffik, provides for defense areas at Narsarsuaq and Mestersvig, establishes broad U.S. military access, limits non-NATO…

Deep Research · 37 min
An editorial illustration of a California state oversight control room facing abstract server racks and neural network lines, with an emergency stop switch behind glass and audit-interface elements floating nearby.
Technology & Mind (🤖🧠)62% desk relevance

California Turns the AI Kill Switch Into a State Oversight Rail

California Gov. Gavin Newsom issued a September 18, 2026 executive order accelerating independent oversight of AI companies and directing state officials to examine stronger safeguards for frontier models. The order asks experts …

Analysis · 9 min