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Why You Should Care About "Space as Logistics" in 2026
For a lot of people, “space” still sounds like a part of the plot from a movie.
Feb 13
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Vasco Marques de Freitas
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Everywhere, All at Once
And what a start to the year...
Feb 5
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Vasco Marques de Freitas
5
2
Why an Ethereum DAT Is Structurally Superior to the Bitcoin Version
Bitcoin sits there, but Ethereum works for you.
Feb 1
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Vasco Marques de Freitas
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1
January 2026
The 2026 Outliers
From Q-Day Shocks to the SpaceX Mania. How to Trade the Fat Tails
Jan 21
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Vasco Marques de Freitas
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Top 10 Positions (closing January 15, 2026)
It’s not just the returns. It’s also the position sizing.
Jan 19
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Vasco Marques de Freitas
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The Q-Day Manifesto
The 2026 Quantum Shock, Retail Fear, and the Upgrade Cycle Nobody Can Avoid
Jan 14
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Vasco Marques de Freitas
3
1
Navigating the Final Stretch of the "Fourth Turning"
As we close the book on 2025, we find ourselves at a remarkable juncture.
Jan 8
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Vasco Marques de Freitas
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December 2025
Reading the Room of a "Goldilocks" Consensus
They pretend to know, and the market pretends to believe.
Dec 30, 2025
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Vasco Marques de Freitas
1
1
2025, The Year Process Beat Predictions
Talk is cheap, but allocations are not.
Dec 28, 2025
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Vasco Marques de Freitas
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The AI Loser Trap: Why Adobe Is a World-Class Business Trading at a Trough Multiple
The Real Story Behind Adobe’s Stock Collapse: How Market Sentiment Divorced Itself from Elite Cash Flows and a Weaponized AI Moat
Dec 20, 2025
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Vasco Marques de Freitas
3
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Turning Japanese - Part Two: The Final Boss and the Debasement Trade
Why China isn't 1989 Japan, and the Alarms Ringing in Tokyo Signal the End of the Global Cycle
Dec 10, 2025
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Vasco Marques de Freitas
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Turning Japanese - Part One: - The Birth of the Intervention Bubble
Japan didn’t just experience a bubble. Japan institutionalized the response to one.
Dec 7, 2025
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Vasco Marques de Freitas
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