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Peptides
The Grey Market That Built a Billion-Dollar Industry
May 6 • Market Nihilist
Sink or Swim: The Moats That Don’t Survive the Shift
Part II: Sink
May 5 • Market Nihilist

April 2026

Sink or Swim: The Companies That Outlive the Buildout
Part I: Swim
Apr 30 • Market Nihilist
Nobody Is Panicking. Everyone Is Preparing.
What elite behavior reveals about the timeline nobody is announcing.
Apr 16 • Market Nihilist
Claude Mythos
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
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