Primary Source Briefings
The Weekly
Institutional Roundup
A curated archive of our weekly analysis, synthesized from hundreds of hedge fund letters and professional allocator research.
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BSD WeeklyThe 1.5 Billion Barrel Illusion: Why Oil Speculators Are Making a Costly Mistake
September 3, 2026
The 1.5 Billion Barrel Illusion: Why Oil Speculators Are Making a Costly Mistake
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BSD WeeklyThe Rapid Depreciation Trap: Why AI Capex Isn't Like the 1800s Railroad Buildout
August 26, 2026
The Rapid Depreciation Trap: Why AI Capex Isn't Like the 1800s Railroad Buildout
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BSD WeeklyThe $20B Downfall: Citadel Swallows Leopold Aschenbrenner’s Battered AI Fund
August 4, 2026
The $20B Downfall: Citadel Swallows Leopold Aschenbrenner’s Battered AI Fund
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BSD WeeklyThe $2 Trillion AI Revenue Gap: Is Corporate Spending Outpacing Reality?
July 28, 2026
The $2 Trillion AI Revenue Gap: Is Corporate Spending Outpacing Reality?
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BSD WeeklyMichael Burry's housing warning, Masayoshi Son’s $5T AI bet, and 3 high-conviction buy-side pitches.
July 18, 2026
Michael Burry's housing warning, Masayoshi Son’s $5T AI bet, and 3 high-conviction buy-side pitches.
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BSD WeeklyThe Hormuz Shutdown Deficit and Gold’s New $4,500 Range
July 10, 2026
The Hormuz Shutdown Deficit and Gold’s New $4,500 Range
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BSD WeeklyThe AI Backlash: Why the Political Risk of Job Losses is Being Ignored
July 4, 2026
The AI Backlash: Why the Political Risk of Job Losses is Being Ignored
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BSD WeeklyThe $6 Trillion Target: Masayoshi Son’s Unbelievable "Super AI" Promise
June 26, 2026
The $6 Trillion Target: Masayoshi Son’s Unbelievable "Super AI" Promise
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BSD Weekly100% Offline: The Qatar LNG Shock and the Myth of the "Energy Faucet"
June 19, 2026
100% Offline: The Qatar LNG Shock and the Myth of the "Energy Faucet"
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BSD WeeklyThe "Software Apocalypse" Myth & Buffett’s IPO Warning
June 13, 2026
The "Software Apocalypse" Myth & Buffett’s IPO Warning
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BSD WeeklyThe China Stranglehold Nobody Is Talking About
June 5, 2026
The China Stranglehold Nobody Is Talking About
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BSD WeeklyAI vs. Dot-Com: Why Today’s "Shortage" is the Opposite of 2000’s "Dark Fiber"
May 29, 2026
AI vs. Dot-Com: Why Today’s "Shortage" is the Opposite of 2000’s "Dark Fiber"
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