Vol I · Est. 2026 ·  
Grant Bishop
Capital markets · The Scoreboard
House View · Sundays pre-Asia Asia Desk 11:00 PM ET Morning Desk 10:30 AM ET The Position 5:30 PM ET
House View · Citations

Sources & underlying research

The reading list that informs the standing frame. Updated as the Frame revises.

Coming soon

Citations land alongside the next Frame revision.

House View v1.0 ([the standing frame](/house-view/2026-05-11)) names Reinhart and Rogoff, Dalio's long-term debt cycle work, Russell Napier on reserve currencies, and Bridgewater's running math as load-bearing references for the Spine. The Specification's two legs — AI compute as the meta-resource and the waterfall — carry their own reading list. This page collects both in one place.

The first cut publishes alongside the next House View revision. The Frame revises when the evidence asks; the citations revise with it.