Archive - Market Nihilist

How Anthropic is Defining the AI Race

Apr 10 • Market Nihilist

March 2026

The Sovereign Moat

Why Intel’s competitive advantage may have nothing to do with competition

Mar 25 • Market Nihilist

Elon's Future Stack

How All of Elon Musk’s Companies Function as Layers of a Single System

Mar 24 • Market Nihilist

Housing: Buyers and Sellers Are at War

And Both of Them Are Right.

Mar 18 • Market Nihilist

The Chokepoint Era

Why “tech” stopped meaning growth

Mar 17 • Market Nihilist

The Only Honest AI Portfolio

A framework for investing in a transition that cannot be undone

Mar 11 • Market Nihilist

The Epistemic Horizon Problem

You Cannot Predict a Future Built by Tools That Don’t Exist Yet

Mar 10 • Market Nihilist

The Modern Renaissance Man

Specialization and the End of Narrow Expertise (or "Special Eyes Specialize Special Lies")

Mar 4 • Market Nihilist

Space: The $1.25 Trillion Frontier

SpaceX, the $1.25 Trillion Merger, and What Traditional Investors Need to Know About Space

Mar 3 • Market Nihilist

February 2026

The End of Retail Trading

AI and the Shift to Continuous Optimization

Feb 25 • Market Nihilist

What Government Debt Actually Is

Why It Is Not Household Debt, Corporate Debt, or Money Printing

Feb 24 • Market Nihilist

Sprinting Into the Fog

We Don't Know What We're Building

Feb 18 • Market Nihilist

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