The Longhand archive

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Company convictions. Industry studies. The forces shaping markets. Every report, with its argument and evidence intact.

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The Power Behind AI: October Checkpoint
Coal Still Burns. Trade Is Changing.
Higher Yields, Uneven Effects (PDF)
AI Runs on Power and Water
Foreign Selling Deepened. Technology Led the Fall.
Priced for a Network Nobody Has Paid For Yet (PDF)
Foreign Selling Persisted. The Rebound Failed.
The Power Behind AI
Dovish or Hawkish? (PDF)
The Memory War (PDF)
The Smelter Is the Whole Thesis (PDF)

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