Independent analysis of capital, technology, industry, and long-term change.
11 min read
An AI jobs shock could spread through household debt and tighter credit. Cash addresses immediate spending needs; gold, Bitcoin, bonds, and technology stocks depend on how policy and demand respond.
8 min read
How xStocks dividends work in a self-custody wallet, why holders lack voting rights, and what ownership and redemption terms mean for investors in tokenized stocks.
9 min read
800V reduces distribution current, while retrofit returns depend on the full conversion path and rack density. A 10 MW cost model shows how electricity savings compare with the expense of upgrading existing facilities.
9 min read
CPO can reduce network power, but its premium must survive a comparison with qualified LPO. A four-year cost model puts electricity savings alongside repair costs, usable compute time, and the value of higher port density.
10 min read
Daraxonrasib nearly doubled median survival and won a broad FDA label. That result moves targeted therapy into mainstream second-line pancreatic cancer, but says much less about first-line use, resistance, access, or rare RAS genotypes.
8 min read
Moderna succeeded by adding a personalized vaccine to Keytruda in melanoma. BioNTech stopped a vaccine-only colorectal trial. The contrast shows how tumor biology and the surrounding regimen can matter as much as the mRNA design.
11 min read
The SEC has sent a crypto custody draft to White House review, not published a rule. Its larger effect could be institutional access and custodian competition. Crypto prices still depend on self-custody, staking, and segregation terms.
8 min read
Treasury can make seasoned bonds easier to trade by buying them from dealers. The program does not reduce federal borrowing because new securities replace the bonds repurchased, leaving deficits and net issuance as the main drivers of long-term yields.
10 min read
At the August 25 price of $135, our central valuation scenario requires about $270 billion of 2030 revenue for a 10% annual return. That threshold depends on margins, valuation multiples, dilution, and net cash; it is not SpaceX guidance.
Showing 9 of 37 research articles.