Ridire Research

The Quiet AI Trade

A note on long-run inflation and term premium

Feb 6 • Ridire Research

4

1

Don’t Get Fired Software

Anthropic's Claude can automate the task. It can’t take the blame, and that’s why security and compliance spending never really gets cut.

Feb 6 • Ridire Research

7

1

January 2026

The Early Part of the Turn

Where housing improves before it looks healthy

Jan 15 • Ridire Research

7

1

The Radioactive Renaissance

Therapies, isotopes, and the infrastructure

Jan 9 • Ridire Research

7

1

December 2025

Ridire Research: Year in Review

Best Ideas, Worst Ideas, and Biggest Fades

Dec 31, 2025 • Ridire Research

6

2

The Cost of Downtime

Availability as the hidden driver of value in industrial supply chains.

Dec 30, 2025 • Ridire Research

8

3

2

Energy’s Shock Absorber

Built for Bad Prices. Paid for Normal Ones.

Dec 29, 2025 • Ridire Research

10

2

Refining the Structure

How Accountability Will Work Going Forward

Dec 22, 2025 • Ridire Research

8

1

Owning the Interface = Owning the User

Whoever controls the touchpoint controls the relationship, and the cash flow.

Dec 3, 2025 • Ridire Research

6

3

November 2025

Hard Power, Hard Cash

The Industrialization of Deterrence

Nov 3, 2025 • Ridire Research

8

October 2025

Rare by Design 2

Where Margin, Moats, and Mispricing Collide

Oct 24, 2025 • Ridire Research

8

2

1

The Dollar’s Next Anchor

The Petrodollar Reimagined for the Computational Era

Oct 15, 2025 • Ridire Research

5

2