Insights

Essays about the structural, often-ignored parts of companies. Read in order or jump in anywhere — the frameworks compound.

May 26, 2026
Current Events
Hantavirus headlines news articles. Will this be a COVID 2.0?
Victor Chen
May 03, 2026
Monthly Recap
April Monthly Recap
Victor Chen
May 01, 2026
Current Events
The AI Trade Escapes Nvidia. Is Memory the Real Bottleneck?
Victor Chen
Apr 24, 2026
Current Events
Powell Out, Warsh In. Is the Fed Still Independent?
Victor Chen
Apr 05, 2026
Current Events
SpaceX Files for the Biggest IPO in History. Who Actually Wins?
Victor Chen
Apr 03, 2026
Monthly Recap
March Market Recap
Victor Chen
Mar 24, 2026
Current Events
Trump tariffs struck down by US Supreme Court. What’s next?
Victor Chen
Mar 16, 2026
Current Events
US, EU, and Japan move toward a plan to break Chinese dominance in Rare Earth Minerals
Victor Chen
Mar 02, 2026
Monthly Recap
Feburary Market Recap
Victor Chen
Mar 02, 2026
Current Events
US-Israel-Iran at War. Ayatollah is dead. Market is dead?
Victor Chen
Feb 02, 2026
Monthly Recap
January Market Recap
Victor Chen