The 2026 Refactor
It was time to rebuild from scratch. I reworked our allocation engine into two dedicated books, that each follow different goals.
More issues
Economic Pulse: May 2026
Monthly · Economics — By Shuhari — 31 May 2026
Executive Summary
Three months into the Iran war, the economic picture drastically changed along the way. The United States is (barely) holding together, while Europe is sliding into something that like a mild recession. The flash PMI data for May showed this divide
Economic Pulse: April 2026
Monthly · Economics — By Shuhari — 30 Apr 2026
Executive Summary
The energy shock stopped being an event and became an ongoing condition. The multiple fragile ceasefire announcements brought flashes of optimism with oil dropping double digit percentages and equity indexes rallying repeatedly before reality set in with ongoing strikes in Iran,
Economic Pulse: March 2026
Executive Summary
So, we now live in a a world where two consecutive months have each produced a legitimate "once in a generation" macro shock. I hoped I would not need to keep using superlatives, but it's hard these days. March was defined entirely by the
Ghost Update
This just upgraded to Ghost 6.0 with the creators stating: "The biggest upgrade to Ghost we’ve ever made." (https://ghost.org/6/)
What has changed?
For example: The Social Web has been natively connected.
The headline feature is Ghost's connection to the open social
Economic Pulse: February 2026
Executive Summary
There I was thinking last month as unprecedented (in this project's history) regarding geopolitical news and events. So I'll be careful picking extremes going forward. February 2026 will definitely be remembered as a point of changing global dynamics. On Feb. 28th, the US and
Economic Pulse: January 2026
Executive Summary
Phew. The start of the year may have been the most eventful month in recent market history. (At least since I've started working on this project.) The US military has captured Venezuelan President Maduro on January 3rd, sparking a global discussion about legality and drastic change
Economic Pulse: December 2025
Executive Summary
December brings a year of contradictions to an end. (Feels like I've said that a few times before now...) The US economy reported a strong Q3 GDP of +4.3%, but manufacturing contracted for ten months in a row. The US labor market quietly slowed with
Economic Pulse: November 2025
Executive Summary
As November 2025 unfolds, the global economy has been stress-tested by structural challenges. While inflation is moderately moving towards central bank targets, several successive rate cuts in the EU and US have been implemented and underlying growth momentum is weakening.
Our Sector Navigator is showing a large and
Economic Pulse: October 2025
The Big Picture: Closing the third quarter of 2025, it seems we're caught between resilience and restraint. Growth is holding steady, driven by a seemingly never ending appetite for more tech and (overheated? 🤫) AI investments. But even with this hyper-growth industry pushing into new highs, we are still