Dawn Run Intelligence
Operator-level market intelligence for capital deployment.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 331 | Founded | 4 years ago | Last Issue | 13 hours ago |
| Active | |||||
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THE MARKET IS RALLYING. THE CONVERSION MATH IS GETTING HARDER.
Before AI becomes cash flow, capital has to become something real.
VX DAWN RUN
SATURDAY WEEKLY WRAP
AI leadership remains powerful. Oil finally released some pressure.
But long yields climbed, credit widened and participation narrowed....
When the Price Tag Starts Watching Back
Based on Walmart CEO John Furner’s public letter, “A Letter From Our CEO,” and reporting from The U.S. Sun.
Tiny screen. Tiny numbers. Big question: when the price tag becomes digital, who really controls the price?
To our customers and m...
THE 10-YEAR JUST PUT A PRICE ON AI’S $3 TRILLION TAB
VX DAWN RUN AM
Credit to @kobeissiletter
Friday, September 25, 2026
Premarket Edition | Los Angeles
Market-data refresh: 6:03 AM PT
Now the hurdle rate just hit a 19-year high.
AI can work.
AI can transform the economy.
AI can bec...
THE RED CARPET MATTERS. SO DOES 5%.
VX DAWN RUN AM
Xi arrives in Washington. The red carpet is ceremonial. The stakes are not.
REGIME
🟠 BIFURCATED
Long-term possibilities are improving.
Near-term financial conditions are tightening.
And the Great Acceleration may be th...
A Startling Fact About This Rally Nobody Wants to Price In
Dawn Run Premarket
AI has the horsepower.
Oil, yields, housing, supply chains, and geopolitics are the traffic jam.
🟠 | REGIME | ↓ | SELECTIVE RISK-ON
Valuation gate near binding. Breadth damaged. Credit calm.
Tuesday’s market...
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Practical systems for sharper judgment, stronger leadership, and better business results. Built from decades in operations, execution, and capital.
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