David's Substack
David J La PlacaMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 9 | Founded | a year ago | Last Issue | 2 months ago |
| Active | |||||
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davidjlaplaca.substack.comLatest Issues
The AI Market Disturbance Is a Maturation and Broadening…of the Bull Market
Intellectus Research
The AI Market Disturbance Is a Maturation and Broadening…of the Bull Market
Executive Summary
The recent disruption across AI equities should not be interpreted as evidence that the AI investment cycle is en...
The False Disorder to Distributed Abundance Thesis
Executive View
Consensus remains anchored to a dark, familiar script: endless geopolitical instability, permanently unsustainable deficits, a weakening dollar, structurally higher inflation, AI as a destroyer of jobs and social stability,...
Oil Shock:Navigating the 2026 Iran Oil Shock
The escalation in the Middle East is now driving world oil markets into a blowoff.
US strikes on Iran, retaliatory actions, and the effective closure of the Strait of Hormuz — has triggered a classic geopolitical supply scare, pushing Bre...
AI Will Not Destroy the U.S. Economy. It Will Decentralize It — and Likely Trigger a Small-Business Boom.
By David J La Placa, Founder of Intellectus & Intellebox.ai
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The popular narrative is emotionally resonant: AI automates everything, large fi...
Intellectus Macro Investment Perspectives
Executive Summary — How to Think About Investing in 2026
2026 is shaping up to be a rare macro environment where growth remains durable, inflation finishes its normalization, and monetary policy eases because inflation is finally beaten...
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Authors
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Founder & CEO of Intellectus Partners - "Intellectus".
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