Dashboards

The most important job of a dashboard is to help the viewer distinguish normal variation from meaningful change, especially when a trend breaks.

21st Centurty Trends

1. Industrialization of intelligence
2. Aging and sub-replacement fertility
3. Economic bottlnecks from physical constraints
4. Fiscal Strain
5. Fragmentation

Macro & Geopolitics

• Financial Conditions
• Sovereign Debt
• US vs China
• EU vs US
• Aging Populations
• U.S. GDP & Components
• U.S. Household Wealth
• 2026 Midterm Elections
• Hard Constraints
• Fiscal Strain
• Fragmentation

Technology & AI

• Big Tech & AI Revenue
• Electricity Scarcity

History

• Roman Empire
• World War I
• World War II

Companies & Industries

• QXO Fundamentals
• Watches

Cities

• Menlo Park, CA
• Palo Alto, CA
• San Francisco, CA
• Charleston, SC