Case studies
Record revenue was followed by inventory write-downs: Micron's memory cycle
Long-term technology demand and current memory prices or inventories can diverge. Micron's results show what to check when supply concerns reach reported earnings.
Markets · 2022.11.08Did stocks rise once the midterms ended: the records of 2018 and 2022
This case arranges the actual records of the December (month 12) plunge after the 2018 midterms and the rebound on an inflation print after the post-election dip in 2022. In both markets, where the lifting of election uncertainty did not guarantee gains, larger forces — rates and inflation — set the direction.
Macro · 2022.09.23When the Bond Market Talked Back: The 2022 UK Gilt Crisis
After unfunded tax cuts sent gilt yields soaring and triggered a pension-fund collateral crunch, the Bank of England intervened with temporary gilt purchases and the government reversed the cuts. A real-world case of how the bond market answers when a government tries to hold rates down.
Macro · 2022.09.13When hotter-than-expected inflation moved the Fed and markets together: September (month 9) 2022
When the August (month 8) CPI released on September (month 9) 13, 2022 beat expectations, 75bp hike expectations hardened and stocks plunged. This case traces how the expectations miss connected rate repricing to equity prices.
Macro · 2022.07.14Fuel Lifted PPI, Then the Next Release Reversed Direction: A 2022 Record
Compare contemporaneous releases and components rather than reading energy-driven producer-price swings directly as persistent broad inflation.
Industry · 2022.02.24Communications Stopped Without Destroying the Satellite: The KA-SAT Ground-Network Cyberattack
Satellite-service availability depends on ground management networks, user terminals and recovery arrangements, not only orbital assets.
Macro · 2021.09.07Bitcoin made legal tender, wallets installed but unused — El Salvador 2021
In September (month 9) 2021, Bitcoin became legal tender and a 30 dollar bonus pushed Chivo wallets, but after outages, distrust and weak sustained use, a late 2024 IMF deal made private acceptance voluntary and pared public participation. This case files the precedent of a government technology rollout.
Industry · 2021.03.23 — 2021.03.29When One Ship Blocked a Corridor: Ever Given and the 2021 Suez Bottleneck
A non-military canal blockage illustrates narrow-route dependence and the difference between reopening and normalization.
Industry · 2020When AI Augmented Novice Support Agents: Uneven Productivity Gains at Work
A real deployment asking how AI fits into work and who benefits, rather than treating free access itself as the outcome.