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Jan 19, 2026
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11 min read
Holiday Drift, Tuesday Flows, and The First Real Week of the Year
Jan 18, 2026
12 min read
The Week Ahead: Where Markets Demand Proof. Last week repriced the right to execute. This week tests whether inflation, spending, and earnings can still clear when credibility and capacity are no longer automatic.
Jan 17, 2026
The Week Markets Repriced Permission, Not Growth. Indexes stayed composed, but the market spent the week charging a premium for enforceable timelines. The rally held. The right to execute did not.
Jan 16, 2026
Capital isn’t retreating, it’s rerouting. This week showed how power, permission, and enforcement now decide who moves first and who waits.
AI infrastructure is colliding with policy. From grid auctions to export controls to platform oversight, the cost of permission is rising.
Jan 15, 2026
Activity is returning, but the rules have changed. Capital is flowing to platforms that can guarantee continuity... while the rest discover how fragile access is.