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Feb 7, 2026
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11 min read
The Week the Market Repriced Time, Not Risk
Feb 6, 2026
Markets closed the week under pressure, but the structure remained intact. Risk assets traded lower again, yet the decline lacked the characteristics of forced reduction.
The market is digesting software disruption and AI capex shock at the same time. Liquidity still clears, but timing, control, and physical constraints are now being priced across assets.
Feb 5, 2026
Liquidity continued to clear, yet the bar for sponsorship rose. What held did so on structure and proof, not patience or narrative carry
10 min read
The market is trying to stabilize after software shock, but the week’s real story is sequencing. AI capex is accelerating, disruption risk is spreading, and reliability is becoming a pricing input across assets.
Feb 4, 2026
14 min read
The week did not break the tape. It made the clock visible. Markets are still invested, but they are repricing durability, operability, and who carries the cost of delay.
