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February 2026

The Physics That Markets Can’t Vote Away
The Week That Broke The Playbook
 • Neil Winward
Friday Macro Debrief: When the Price Mechanism Breaks in AI & Energy
Why capital misprices time-based energy constraints in the age of exponential compute.
 • Neil Winward
3:55
When the Price Mechanism Breaks: What the Simon–Ehrlich Bet Gets Wrong About AI
Why capital misprices constraint when physics moves slower than markets.
 • Neil Winward
🎙 Friday Macro Debrief - When Bridges Become Collateral
The Yen Carry Wobbles, China Steps Back, and Sovereign Duration Stops Feeling Frictionless
 • Neil Winward
5:28
When Bridges Become Collateral
The Yen Carry Wobbles, China Steps Back, and Sovereign Duration Stops Feeling Frictionless
 • Neil Winward
Macro Debrief: When The Precious Metals Market Went on Tilt
Beneath the volatility sat structural stress, not a broken conviction.
 • Neil Winward
4:25
When The Precious Metals Market Went on Tilt
Why January’s silver crash wasn’t a fundamentals story — and what it revealed about leverage, liquidity, and the architecture of modern markets.
 • Neil Winward

January 2026

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