Gurraj Sangha
The AI Capital Supercycle: Why Artificial Intelligence Is Becoming the New Architecture of Global Markets
Artificial intelligence is usually discussed as a technology story. Markets are treating it as a technology trade. Both frameworks are becoming inadequate. AI is evolving into something much larger: a new architecture for capital formation, industrial capacity, geopolitical power, productivity, and ultimately financial markets themselves. The most important question for
Why the AI Supercycle May Produce the Next Great Credit Event
For nearly three decades, investors have compartmentalized financial crises into distinct categories. The dot-com collapse was viewed as an equity bubble driven by unrealistic expectations surrounding transformative technology. The Global Financial Crisis was viewed as a banking and credit crisis caused by excessive leverage, opaque financial products, and a
A Powerful Reminder About What Really Matters.
Sometimes the best investment isn't in markets, it's in people.
This short talk is a powerful reminder to appreciate your parents while you still can. It stayed with me.
https://www.youtube.com/watch?v=_u2qggffbYM
CryptoSAZZ
The Space Between Signal and Outcome
Why the World’s Best Investors Learn to Trust the Process Before the Market Validates Them
Markets have a peculiar way of rewarding patience, but not the passive, hope-for-the-best kind. I’m talking about the hard-earned patience that follows deep analysis, genuine conviction, and decisive execution.
Oil Is Ignoring the Headlines. We Think That Won't Last.
By CryptoSAZZ Research
One of the most surprising features of the 2026 Iran conflict is not what oil has done—it is what oil hasn't done.
The United States has released roughly 172 million barrels from the Strategic Petroleum Reserve (SPR), reducing inventories to approximately 320 million barrels,
The Summer Shakeout: Why Our Models See Trouble Ahead for the Nasdaq — and Why Taiwan May Be the Real Warning Signal
CryptoSAZZ Free Research | May 2026
For most investors, the biggest risk today is not a lack of information. It's that they're looking at the wrong information. Everywhere you turn, the narrative remains remarkably consistent: artificial intelligence is reshaping the world, earnings remain resilient, liquidity concerns are