10 Sep 2026 · Thesis
The shock priced in 31 days
US equities through the 2026 Iran war, and why September is not March.
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Research
Every piece is dated and never backdated. Judge them on that.
10 Sep 2026 · TeardownWhen the problem is domestic
Why the Jakarta Composite fell while the S&P made new highs, and what actually did it.
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10 Sep 2026 · ThesisThe bear market without a villain
A drawdown with no exchange failure and no depeg. What the ETF era actually changed.
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10 Sep 2026 · ThesisThe rotation that didn't happen
Altcoins rallied and Bitcoin dominance rose anyway. One fact, and what it rules out.
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