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May 2026

Inferent's Market Intelligence Report: 25th May 2026
What are the movements in macro sensitive equities telling us about markets?
CPUs are the Next GPUs under Agentic AI. Here’s Who May Benefit
The next phase of the AI trade isn't GPUs or memory...
 • The Inferential Investor
Gemini 3.5: The New Top Dog AI Model Family for Investment Research?
plus the most important finance development out of Google I/O 2026
 • The Inferential Investor
How to Create a Daily Technical Market Timing System in Claude Cowork
Here's the Full Stack Set Up
 • The Inferential Investor
Risk-On / Risk-Off: The Equity Risk Regime Monitor for 18th May 2026
What are the movements in macro sensitive equities telling us about markets?
Inferent Signals - 11 May 2026
Ahead of the trading week, recap on what the market internals are telling us...
Risk-On, Risk-Off: Market Intelligence and Cross-Asset Signals 9th May 2026
What are the movements in macro sensitive equities telling us about markets?
Introducing Your New Analyst: Inferent
Over the past 12 months, I have been demonstrating techniques and workflows across frontier AI models designed to extract the full capabilities of LLMs…
 • The Inferential Investor
Risk-On / Risk-Off: The Equity Risk Regime Monitor 4th May 2026
What are the movements in macro sensitive equities telling us about markets?
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