Dispatch · October 28, 2026
What the Fed’s 10–2 Hold Actually Said
The decision, the dissents and the economic assessment answer different questions. Here is how to read them without turning a pause into a promise.
Independent student researchNorthern Virginia · By Aydin Ali
AEA Dispatches
The market, with the work shown. Reported developments, arguments worth testing, letters from the book, and field guides to the machinery underneath.
Opinion · November 6, 2026
Vistra’s EBITDA Guide Is the Start of the Cash Question
A larger generation fleet can lift operating earnings without settling what the acquisition will earn after financing and reinvestment.
Letter · November 6, 2026
I’m Measuring the Rebound From Before the Drop
Friday lifted AMD, Micron and Vertiv. The two-session comparison is a better check on what the bounce actually recovered.
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Dispatch · October 28, 2026
What the Fed’s 10–2 Hold Actually Said
The decision, the dissents and the economic assessment answer different questions. Here is how to read them without turning a pause into a promise.
3 min read
Dispatch · October 26, 2026
Read the IPO Filing Backward: Start With What Could Break
A prospectus is a map of a business and a financing transaction. Its most useful pages are not always the growth charts.
1 min read
Dispatch · October 22, 2026
How to Read Meta’s Quarter Without Confusing Profit, Cash and Dilution
Three different financial questions sit inside the same earnings release. Keeping them separate makes the investment debate clearer.
2 min read
Dispatch · October 14, 2026
How to Read an Inflation Surprise Without Overreading One Month
Separate the level, the surprise, the composition and the policy inference.
3 min read
Dispatch · October 13, 2026
From a Chip Breakthrough to a Competitive Threat: Four Gates
A technical claim becomes an earnings problem only after several commercial questions are answered.
1 min read
Dispatch · October 8, 2026
Map the AI Funding Chain Before Counting the Same Dollar Twice
A supplier order, a cloud commitment and a model developer’s spending plan may be connected evidence—not three independent confirmations.
1 min read
Dispatch · October 6, 2026
Who Carries the Risk in an AI Power Deal?
The important question is not just how much electricity is promised. It is who pays when the assumptions change.
1 min read
Dispatch · October 1, 2026
The Cash Gap Between a Memory Order and a Memory Shipment
Why visible demand can strengthen a supplier’s outlook while increasing its near-term financing needs.
1 min read
Dispatch · September 30, 2026
How to Review a Good Quarter Without Giving Yourself Too Much Credit
A return-attribution notebook for separating business progress, market exposure and decisions you actually made.
1 min read
Dispatch · September 29, 2026
The Debt Maturity Schedule Is the Quiet Page That Matters
A profitable business can still face an uncomfortable refinancing problem. Here is where to look.
1 min read
Dispatch · September 25, 2026
Inside Akamai’s Anthropic Deal: The Conditions Behind $11.6 Billion
A reading of the filed agreement separates the service commitment from delivery risk, termination rights and the customer’s equity warrant.
4 min read
Dispatch · September 23, 2026
Follow the Barrel Through the Income Statement
The same oil shock can raise one company’s revenue, squeeze another’s margin and weaken a third company’s customer.
1 min read
Dispatch · September 21, 2026
Inside the Discount Rate: The Two Prices Hidden in One Number
A field guide to separating the Treasury benchmark from the compensation demanded for owning a risky business.
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