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The Old Deflation Map
How Hunt's revised framework predicts a 3.5–4.5% US inflation regime.
17 hrs ago
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Vasco Marques de Freitas
2
1
When Contrarian Becomes Consensus
When Markets Embrace the Strategy They Once Ignored
Aug 23
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Vasco Marques de Freitas
6
2
The Fuel Beneath the Boom
How a 1.4B pound uranium deficit will trigger AI’s next bottleneck
Aug 17
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Vasco Marques de Freitas
6
2
The Thesis Strengthens. The Weight Does Not.
Why stronger fundamental evidence in China AI does not mean adding more capital.
Aug 14
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Vasco Marques de Freitas
10
1
The Boom Changes Owners
How cheap Chinese frontier models shift AI profits from chips to software
Aug 7
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Vasco Marques de Freitas
7
July 2026
The Royalty Engine
How Halozyme collects high-margin tollbooth royalties on drug blockbusters it didn't create.
Jul 31
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Vasco Marques de Freitas
7
3
The Discovery Machine
Cheap AI cannot buy scarce human evidence, laboratory validation, or clinical proof.
Jul 29
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Vasco Marques de Freitas
7
2
The Treasury Yield Signals That Predicted Trump’s Ceasefire
Weekly Update - Week 30
Jul 27
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Vasco Marques de Freitas
11
2
When Cheap Starts to Lead
The market does not reward you for finding something cheap. It rewards you when everyone else is forced to stop ignoring it. That distinction has shaped…
Jul 24
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Vasco Marques de Freitas
6
The Intelligence Dividend
How cheaper AI cuts biopharma's $300B failure risk and drives the next healthcare rotation.
Jul 22
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Vasco Marques de Freitas
7
2
The Art of Refusing to Break
Weekly Update - Week 27
Jul 17
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Vasco Marques de Freitas
4
The China AI Reset
How cheaper Chinese models shift the next wave of AI profits downstream.
Jul 16
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Vasco Marques de Freitas
7
4
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