Recommended Reading
Books, newsletters, and writers that have shaped how I think about markets.
Books
Substacks & Newsletters
RAISINI
Long-form essays on chokepoints, systems thinking, and how structural constraints shape geopolitical outcomes. The March 2026 piece on the Strait of Hormuz — “Who Controls the Strait Controls the Outcome” — is essential reading for anyone thinking about energy security and the Iran conflict.
Ozeco & Felix
Thematic research on the nuclear renaissance, energy transition, and the intersection of AI power demand with baseload energy infrastructure. Their March 2026 piece “The Nuclear Renaissance” is the best single overview of the nuclear investment thesis I’ve come across.
Articles & Papers
War of Light, Part 2 — Damnang2 (@damnang2 on X)
Exceptional thread mapping the battle over optical networking standards (OCI, Open CPX, XPO) — who’s at the table, who’s absent, and the hidden Chinese participant (InnoLight via TeraHop). Essential for anyone positioning in the CPO/silicon photonics supply chain. Published 17 March 2026.
Disclaimer: The recommendations on this page reflect personal reading preferences and are not endorsements. All intellectual property belongs to the respective authors and publishers. This site is not affiliated with or endorsed by any of the creators listed.