The Smoke Under the Door:

Why the April PPI Print Was a Signal, Not a Shock

May 19 • Bryan Kaus

The Market Still Needs a Clock

The SEC, the 10-S, and the Risk of Information Stratification

May 12 • Bryan Kaus

Everything Everywhere All at Once

Earnings season, AI capex, and the capital governance test every company now faces

May 5 • Bryan Kaus

April 2026

The Universal Currency:

Why Energy Shocks Don't Stay In One Lane

Apr 28 • Bryan Kaus

Say the Magic Words

Allbirds, AI, and the thin line between strategic clarity and valuation theater

Apr 21 • Bryan Kaus

The Mark-to-Reality Void

Navigating the silent gap between financial optimism and physical truth.

Apr 14 • Bryan Kaus

The Market Price of Physical Constraint

Why this oil shock is not just fear and why its effects reach farther than many expect

Apr 7 • Bryan Kaus

1

March 2026

The AI Dividend

AI, management quality, and the difference between builders and financial engineers

Mar 31 • Bryan Kaus

The Purpose Problem

Why the systems that last will be the ones that keep the human element core.

Mar 24 • Bryan Kaus

The Judgment Gap:

Why the AI Economy Still Needs People Who Understand the Work

Mar 17 • Bryan Kaus

1

The Efficiency Trap:

When Optimization Starts to Undermine Value

Mar 10 • Bryan Kaus

4

February 2026

The Looming Tower: The Unsexy Backbone of the AI Boom

By Bryan J.

Feb 17 • Bryan Kaus

1

1