It’s good to be back. I’ve finally carved out the time to return to Substack, and I’m hitting the ground running. My latest thesis is the most critical one yet: 2026 is the Year of Rotation. We are witnessing the end of the AI infrastructure obsession and the birth of a new Consumer era. In my first article back, I break down the specific mechanics of this shift: The 6 Pillars of 2026: Why the World Cup and "One Big Beautiful Bill" are the real catalysts.The Monthly War Map: A month-by-month breakdown of market liquidity. I’m excited to share this new chapter with you. Read the 2026 Roadmap and subscribe below: Thank you once again for reading....