jc.Résumé PDF ↗︎

Data, context & practical work

Series

Follow a question over time. Start with a signal; read the evidence behind it.

Data note

Markets & Macro

Liquidity, rates and prices, read together.

First entry · Oct 15, 2026Liquidity, rates and prices tell different storiesRead the series →

Data note

Policy & Capital

Policy decisions, funding commitments and the sectors they touch.

First entry · Oct 15, 2026Where federal contract obligations are movingRead the series →

Research note

The Research Notebook

Questions, experiments, results and what remains uncertain.

First entry · Oct 15, 2026What a backtest can—and cannot—establishRead the series →

Field guide

Build Notes

Practical lessons from building software and AI systems.

First entry · Oct 15, 2026An AI workflow needs a way to check its workRead the series →

Field guide

Technology & Agency

How technology changes control over data, decisions and work.

First entry · Oct 15, 2026Four questions before an agent gets accessRead the series →

Reading guide

The Intelligence Brief

AI developments, sources and the evidence behind the headlines.

First entry · Oct 15, 2026An announcement is a starting point for evidenceRead the series →

Working review

The Quarterly Review

A working view of the quarter, built from dated evidence.

First entry · Oct 15, 2026Q4 2026: a working ledger of rates, capital and researchRead the series →

Practical Q&A

Ask Jacob

Practical questions about AI, engineering and research.

First entry · Oct 15, 2026Five questions before an AI projectRead the series →

Reading note

Suggested Reading & Perspectives

Books and conversations to explore, credited to their creators.

First entry · Oct 15, 2026Four reading paths: investing, discipline and the mindRead the series →

Field guide

India & the Wider World

Read regional opportunities through local data and perspectives.

First entry · Oct 15, 2026Investment, adoption and opportunity are different measuresRead the series →

Evidence guide

Food, Health & Resilience

Costs, access and the quality of evidence behind a claim.

First entry · Oct 15, 2026Questions to ask of a food or health claimRead the series →