DeepTech305 – Selected Work

⚙️ The Week America Went Data-Blind
How a month-long shutdown erased key economic data, distorted policy signals, and shifted investor positioning toward defensiveness across rates, credit, and equities.

🌐 Data Fog, Tariff Whiplash & the AI Giant That Carried the Whole Market
How missing data, Fed uncertainty, and Nvidia’s results reshaped macro positioning.