Briefs

Structural analyses, hand-written. Each one passes a three-exit integrity check — evidence must hold, the counter-thesis must be weaker than the thesis, and observable proxies must exist to falsify both.

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EU Daily 14.8.2026

2026-08-14 · brief · 2026-08-14 · defence, semiconductors, luxury · 1-2 week horizon

Nordic Daily 14.8.2026

2026-08-14 · brief · 2026-08-14 · critical-infra resilience · shipping · Nordic power · 1-3 months

EU Daily 13.8.2026

2026-08-13 · brief · 2026-08-13 · legislative, industrials, energy · 4-8 weeks

Nordic Daily 13.8.2026

2026-08-13 · brief · 2026-08-13 · defence-industrial · energy · financials · 1-4 week horizon

EU Daily 12.8.2026

2026-08-12 · brief · 2026-08-12 · defence · power · tech · H2-2026

Nordic Daily 12.8.2026

2026-08-12 · brief · 2026-08-12 · labour policy · industrials · energy · healthcare · 1-week

EU Daily 11.8.2026

2026-08-11 · brief · 2026-08-11 · climate policy · industrials · financials · 3-6 month horizon

Nordic Daily 11.8.2026

2026-08-11 · brief · 2026-08-11 · energy, industrials, banks · 1-4 weeks

EU Daily 10.8.2026

2026-08-10 · brief · 2026-08-10 · energy · regulation · industrials · 4-8 weeks

Nordic Daily 10.8.2026

2026-08-10 · brief · 2026-08-10 · energy, industrials, healthcare · 1-4 weeks

EU Daily 7.8.2026

2026-08-07 · brief · 2026-08-07 · enlargement · industrials · energy · 4-week horizon

Nordic Daily 7.8.2026

2026-08-07 · brief · 2026-08-07 · housing, energy, healthcare · 1-2 week

Nordic Daily 6.8.2026

2026-08-06 · brief · 2026-08-06 · resilience · industrials · energy · 1-4 weeks

EU Daily 6.8.2026

2026-08-06 · brief · 2026-08-06 · defence · energy · industrials · 6-12 week horizon

EU Daily 5.8.2026

2026-08-05 · brief · 2026-08-05 · platform regulation, southern Europe, industrials · 2-4 week horizon

Nordic Daily 5.8.2026

2026-08-05 · brief · 2026-08-05 · defence-industrial, energy, shipping · one to four weeks

Nordic Daily 4.8.2026

2026-08-04 · brief · 2026-08-04 · policy, energy, industrials · 2-8 weeks

EU Daily 4.8.2026

2026-08-04 · brief · 2026-08-04 · defence, energy, tech · week ahead

EU Daily 30.7.2026

2026-07-30 · brief · 2026-07-30 · enlargement, energy, industrials · 1-4 weeks

Nordic Daily 30.7.2026

2026-07-30 · brief · 2026-07-30 · property law, security, telecom · 1-4 weeks

Nordic Daily 29.7.2026

2026-07-29 · brief · 2026-07-29 · resilience regulation · energy · industrials · one-week

EU Daily 29.7.2026

2026-07-29 · brief · 2026-07-29 · defence, energy, semis · 1-4 weeks

EU Daily 28.7.2026

2026-07-28 · brief · 2026-07-28 · aerospace, energy, luxury, semiconductors · 1–2 weeks

Nordic Daily 28.7.2026

2026-07-28 · brief · 2026-07-28 · fiscal · industrials · energy · one-week

US Weekly 27.7.2026

2026-07-27 · brief · 2026-07-27 · big tech, energy, financials · 1-2 week

China Weekly 27.7.2026

2026-07-27 · brief · 2026-07-27 · China tech · HK/ADR · 1–4 weeks

EU Daily 27.7.2026

2026-07-27 · brief · 2026-07-27 · state aid, energy, aerospace · 1-4 weeks

Nordic Daily 27.7.2026

2026-07-27 · brief · 2026-07-27 · industrials, energy, banks · 1-3 months

EU Daily 24.7.2026

2026-07-24 · brief · 2026-07-24 · defence · energy · industrials · 4-8 weeks

Nordic Daily 24.7.2026

2026-07-24 · brief · 2026-07-24 · energy, industrials, financials · 1-week

EU Daily 23.7.2026

2026-07-23 · brief · 2026-07-23 · sanctions, industrials, aerospace · 4-week horizon

Nordic Daily 23.7.2026

2026-07-23 · brief · 2026-07-23 · energy · telecom · industrials · 4-8 weeks

EU Daily 22.7.2026

2026-07-22 · brief · 2026-07-22 · enlargement, industrials, energy · 1-2 weeks

Nordic Daily 22.7.2026

2026-07-22 · brief · 2026-07-22 · industrials, energy, healthcare · week ahead

EU Daily 21.7.2026

2026-07-21 · brief · 2026-07-21 · defence · industrials · tech · 4-week horizon

Nordic Daily 21.7.2026

2026-07-21 · brief · 2026-07-21 · defence-industrial, shipping, energy · 1-2 week horizon

China Weekly 20.7.2026

2026-07-20 · brief · 2026-07-20 · tech, property, consumer internet · 1-4 weeks

EU Daily 20.7.2026

2026-07-20 · brief · 2026-07-20 · geopolitics, semis, energy · 4-8 week horizon

Nordic Daily 20.7.2026

2026-07-20 · brief · 2026-07-20 · industrials, energy, labour law · 1-4w

EU Daily 17.7.2026

2026-07-17 · brief · 2026-07-17 · state aid, semis, energy majors · 1-2 week horizon

Nordic Daily 17.7.2026

2026-07-17 · brief · 2026-07-17 · industrials, energy, financials · 1–4 weeks

EU Daily 16.7.2026

2026-07-16 · brief · 2026-07-16 · defense · energy · tech · 3-month lens

Nordic Daily 16.7.2026

2026-07-16 · brief · 2026-07-16 · industrials, banks, energy · 4-6 week horizon

EU Daily 15.7.2026

2026-07-15 · brief · 2026-07-15 · energy · industrial policy · semis · 4-week horizon

Nordic Daily 15.7.2026

2026-07-15 · brief · 2026-07-15 · industrials, energy, banks · 1–4 weeks

EU Daily 14.7.2026

2026-07-14 · brief · 2026-07-14 · enlargement, defense-industrials, energy · 4-6 weeks

Nordic Daily 14.7.2026

2026-07-14 · brief · 2026-07-14 · energy · industrials · defence · near-term

China Weekly 13.7.2026

2026-07-13 · brief · 2026-07-13 · China internet, strategic minerals, AI infrastructure · 1-4 week horizon

EU Daily 13.7.2026

2026-07-13 · brief · 2026-07-13 · defence, oil, tech · 6-8 week horizon

Nordic Daily 13.7.2026

2026-07-13 · brief · 2026-07-13 · defence, shipping, energy · 1-2 weeks

EU Daily 9.7.2026

2026-07-09 · brief · 2026-07-09 · defence · financials · energy · 1–4 week horizon

Nordic Daily 9.7.2026

2026-07-09 · brief · 2026-07-09 · labour law · industrials · energy · 4-6 weeks

EU Daily 8.7.2026

2026-07-08 · brief · 2026-07-08 · defense-industrial, Ukraine finance, energy · 4-6 week horizon

Nordic Daily 8.7.2026

2026-07-08 · brief · 2026-07-08 · industrials · shipping · nordic power · this week

EU Daily 7.7.2026

2026-07-07 · brief · 2026-07-07 · defence · industrials · energy · one to three months

Nordic Daily 7.7.2026

2026-07-07 · brief · 2026-07-07 · labour law · industrials · energy · 4-8 week horizon

China Weekly 6.7.2026

2026-07-06 · brief · 2026-07-06 · China internet · EV & autos · Pacific security · 1-3 month

EU Daily 6.7.2026

2026-07-06 · brief · 2026-07-06 · industrial policy, semiconductors, energy · 4-8 weeks

Nordic Daily 6.7.2026

2026-07-06 · brief · 2026-07-06 · industrials, energy, comms equipment · 1–4 week horizon

EU Daily 2.7.2026

2026-07-02 · brief · 2026-07-02 · geopolitics, industrials, energy · 1-2 week horizon

Nordic Daily 2.7.2026

2026-07-02 · brief · 2026-07-02 · labour law · defense · freight · 4-6 week horizon

EU Daily 1.7.2026

2026-07-01 · brief · 2026-07-01 · defence procurement, EU regulation, heatwave macro · 4-6 weeks

Nordic Daily 1.7.2026

2026-07-01 · brief · 2026-07-01 · labour law, energy, industrials · 1-3 months

EU Daily 30.6.2026

2026-06-30 · brief · 2026-06-30 · Ukraine recovery · EU energy & defence-industrial · 1-4 week

Nordic Daily 30.6.2026

2026-06-30 · brief · 2026-06-30 · Energy, Industrials, Telecom · 1-2 weeks

EU Daily 29.6.2026

2026-06-29 · brief · 2026-06-29 · tax · defense · energy · medium horizon

Nordic Daily 29.6.2026

2026-06-29 · brief · 2026-06-29 · labour-policy · energy · industrials · 1-week

EU Daily 26.6.2026

2026-06-26 · brief · 2026-06-26 · M&A, defense, energy · 1-3 weeks

Nordic Daily 26.6.2026

2026-06-26 · brief · 2026-06-26 · energy · banks · industrials · 1–2 week

EU Daily 25.6.2026

2026-06-25 · brief · 2026-06-25 · defense · industrials · insurance · 5-day

Nordic Daily 25.6.2026

2026-06-25 · brief · 2026-06-25 · energy · industrials · financials · 1-2 week horizon

EU Daily 24.6.2026

2026-06-24 · brief · 2026-06-24 · industrials, banks, semis · weekly

Nordic Daily 24.6.2026

2026-06-24 · brief · 2026-06-24 · power · shipping · industrials · horizon 1-2 weeks

EU Daily 23.6.2026

2026-06-23 · brief · 2026-06-23 · defense · semis · utilities · 1-week

Nordic Daily 23.6.2026

2026-06-23 · brief · 2026-06-23 · energy, industrials, financials · 1-2 weeks

China Weekly 22.6.2026

2026-06-22 · brief · 2026-06-22 · China tech, rare earths, state banks · 1-2 weeks

EU Daily 22.6.2026

2026-06-22 · brief · 2026-06-22 · defense, industrials, energy · near-term

Nordic Daily 22.6.2026

2026-06-22 · brief · 2026-06-22 · shipping, energy, industrials · 1-4 week

EU Daily 19.6.2026

2026-06-19 · brief · 2026-06-19 · industrials, energy, semis · 1-2 week

Nordic Daily 19.6.2026

2026-06-19 · brief · 2026-06-19 · energy · shipping · industrials · 1-week

EU Daily 18.6.2026

2026-06-18 · brief · 2026-06-18 · semiconductors · industrials · energy · 1–2 weeks

Nordic Daily 18.6.2026

2026-06-18 · brief · 2026-06-18 · energy · industrials · banks · medium-term

Nordic Daily 17.6.2026

2026-06-17 · brief · 2026-06-17 · rule-of-law, energy, shipping · 1-2 weeks

EU Daily 17.6.2026

2026-06-17 · brief · 2026-06-17 · sanctions · defense · energy · 1-2 week horizon

Reprieve, Not Reversal

2026-06-17 · brief · 2026-06-17 · EU AI Act & biometric surveillance · structural read

Nordics weekly · 2026-W25

2026-06-14 · brief · 2026-06-14 · energy · industrials · banks · 1-2w

China weekly · 2026-W25

2026-06-13 · brief · 2026-06-13 · platforms, defense exposure, EV exporters · 1–2 weeks

Nordics weekly · 2026-W24

2026-06-07 · brief · 2026-06-07 · power markets · industrials · financials · 1-2 week horizon

China weekly · 2026-W24

2026-06-03 · brief · 2026-06-03 · semiconductors, internet retail, EU-China trade · 2-6 week

China weekly · 2026-W20

2026-05-23 · brief · 2026-05-23 · china internet, hong kong real estate, mine disaster · weekly

Nordics weekly · 2026-W20

2026-05-23 · brief · 2026-05-23 · power, industrials, financials · 1–4 weeks

Nordics weekly · 2026-W19

2026-05-10 · brief · 2026-05-10 · energy, defense, financials · weekly

It looks like withdrawal. It's actually repricing.

2026-05-09 · brief · 2026-05-09 · Work sentiment & structural repricing · open for all

Are younger generations poorer than their parents were at the same age?

2026-05-03 · brief · 2026-05-03 · Lifetime Cohort Wealth Ratio · open for all

Azerbaijan corridor: last EU↔East-Asia overland airspace for Western operators

2026-04-28 · brief · 2026-04-28 · single-lane structural read · route fragility

The Iran ceasefire is a US–Iran ceasefire, not an Israel–Iran one

2026-04-24 · brief · 2026-04-24 · Gulf geopolitics · live call · 90-day window

France's mobile 4-to-3 consolidation via consortium carve-up

2026-04-22 · brief · 2026-04-22 · European telecom M&A · live call · 10-month window

The 14 days when frontier AI offensive capability became a regulated asset class

2026-04-21 · brief · 2026-04-21 · multi-stream · live call · 90-day window

The 72 hours Cuba went dark while English-language wires slept

2026-04-19 · brief No. 001 · evidence chain from non-English feeds · 72-hour read