Stay Oriented as the World Moves
Understand how a changing world could affect your portfolio and goals — so you can act deliberately, or confidently do nothing.
Signal
Signal surfaces frames and activity from people and ideas you follow and Frama-curated perspectives.
What if software's AI sell-off is noise, not structural doom?
- AI disruption selective to seat-based SaaS, sparing embedded workflow leaders
- Rotation overreaction persists despite stable retention and AI capex tailwinds
- GAAP resilience drives 30%+ dispersion amid 3% sticky inflation and Fed easing
- Policy volatility creates dips without halting tech rebound
Today
What if Q2 2026 DAT stress amid Nasdaq corr/geopolitics forces 5-year split: BTC-compliant treasuries stabilize, leveraged collapse?
- BTC stabilizes/recovers in risk-off vs. sturdy GDP growth
- SEC enforces 3-5x leverage caps, allows compliant DATs
- 18-32% weak DATs fail; Tier-1 institutionalizes vs. ETFs
- Geopolitics/election vol contained, no TradFi crisis
Today
What if capital regimes shift to intense reinvestment, breaking traditional benchmarks?
- Capex intensity 2-2.5x 2010s levels from AI/energy/fiscal stimulus
- Regulatory easing favors mid-caps over consensus expectations
- Earnings growth 15-20% above non-AI baseline amid polarization
- Leadership rotates to asset-heavy amid sticky inflation and dovish policy
Today
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