Follow The Incentive
Policy → Liquidity → Incentives → Capital Flows Data over narratives. Conditional analysis, not predictions.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 53 | Founded | 4 months ago | Last Issue | 2 days ago |
| Active | |||||
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followtheincentive.substack.comLatest Issues
Sunday Signals with FTI
The Week Ahead
The week that started with the Dow up at 50,000 ended with both major indexes pulling back sharply on the same three things that have been building all month:
- Oil above $100 with Hormuz still (functionally) closed...
Xi Said the Quiet Part Out Loud
FTI | May 14, 2026
Two days ago we wrote that the Trump-Xi meeting was the most important geopolitical event of the next 30 days. That meeting happened today in Beijing. Three things came out of it that change:
- Xi publicly committed...
From Memo to Garbage in Six Days
The deal collapsed. The clock is still running..
FTI | May 12, 2026
Sunday Signals with FTI
Every Sunday, we break down the macro signals for the week ahead. Short, sourced, and to the point.
The Week Ahead
The recent six week equity rally was built on one thesis: the war was ending. Tonight, that thesis got publicly rejecte...
A Memo, A Threat, and a Mosquito Fleet
FTI | May 6, 2026
A one-page memo is on the table.
According to sources familiar with the negotiations, the document would declare an end to the conflict and trigger a 30-day window to resolve nuclear demands, unfreeze Iranian assets, and...
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Policy → Liquidity → Incentives → Capital Flows Conditional analysis, not predictions
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