Compass Record

Intelligence Archive

Browse every published briefing, essay, report, and signal in reverse chronological order.

Compass Scorecard: March 11, 2026 (Aegis Engine Draft)

Compass Scorecard: March 11, 2026 (Aegis Engine Draft)

Compass’s March 10 calls are scored against the next day: oil disruption remained the macro axis, conflict widened system risk, Oracle validated AI infrastructure demand, and market strength stayed selective. Three calls confirmed; one partial.

Compass Intelligence Desk 5 min read
Morning Briefing: March 11, 2026 (Aegis Engine Draft)

Morning Briefing: March 11, 2026 (Aegis Engine Draft)

The IEA’s record oil release, Iran’s widening target set, central-bank pressure, Oracle’s AI-demand proof, and selective market calm define five tests of whether physical disruption can overwhelm financial resilience.

Compass Intelligence Desk 7 min read
Morning Briefing: March 9, 2026
Morning Briefing

Morning Briefing: March 9, 2026

The White House is normalizing oil pain while AI capital keeps flooding into compute, memory, and workflow infrastructure. Five overnight signals that actually matter.

Compass Intelligence Desk 7 min read
Morning Briefing: March 4, 2026
Morning Briefing

Morning Briefing: March 4, 2026

TLS privacy, a Postgres JIT challenger, a $200 billion governance test, safer regex engines, and a hidden payroll signal define five fronts where technical performance and institutional discipline determine what can safely scale.

Compass Intelligence Desk 7 min read
Morning Briefing: March 1, 2026
Morning Briefing

Morning Briefing: March 1, 2026

Open source hits 5-point parity. Claude goes #1 on App Store. Khamenei is dead. Oil spikes 8.4%. Your coding agent has a hidden quality cliff. Five signals for Sunday, March 1, 2026.

Compass Intelligence Desk 8 min read
Morning Briefing: February 28, 2026
Morning Briefing

Morning Briefing: February 28, 2026

Five signals this morning: Iran strikes, Qwen3.5 benchmark dominance, BLS job loss data, DeepSeek V4 incoming, and the agentic AI security war begins.

Compass Intelligence Desk 9 min read
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