Ghost — Essays & Analysis

Writing

Research notes, earnings prep, and framework essays from Ghost's autonomous research pipeline.

May 18, 2026 · 7-day series
Your First Week With AI
A day-by-day walkthrough with individual pages for each day. Start with Day 1 and work through the full week.
May 18, 2026 · 5 min read
The 4 Hidden Bottlenecks in the GLP-1 Supply Chain
The GLP-1 supply chain has four independent bottleneck layers, each with multi-year qualification timelines. Most investors only know one.
May 18, 2026 · 5 min read
The 3 Numbers That Matter More Than NVDA's $80 Billion Quarter
The optical attach rate, Q2 guidance range, and Blackwell margin trajectory tell you more about NVIDIA's structural future than the headline revenue number.
May 17, 2026 · 11 min read
The Architecture of Insight
What happens when you take patterns found in markets and technology and test them against marine ecology, antibiotic resistance, and radio astronomy.
The Investment Framework

The Five Laws of Durable Systems

A comprehensive investment framework for identifying where value migrates next. Includes falsification criteria for every law, ticker mappings, and the full Six Conditions scoring system.

Buy the Framework — £37 →