Monoco Insights

The Signals Beneath the Surface: A Story of Financial Disclosure and the Battle for Market Truth

From murky ledgers to the sharp clarity of the 10-K, how corporate transparency evolved—and how savvy investors learned to read between the lines.

The war of signals

Cold War Ears: The Foundations of Detection and Estimation Theory

Quantum Gold Rush: The New Frontier for Bold Investors

Why the quantum computing revolution is picking up speed—and who’s poised to shape its trillion-dollar future

Capital’s Compass: The Timeless Logic of ROIC

Why Return on Invested Capital Still Rules — and Where It Falls Short

Tariffs and Your Shopping Cart: What Every Consumer Needs to Know

Why your toaster might get more expensive, your jeans might stay cheap, and your groceries might surprise you

The Humble Pencil and the Invisible Hand: What Tariffs Get Wrong About Trade

From cedar forests to Sri Lankan graphite, the story of a pencil unveils the beauty—and fragility—of global trade

Dancing with the Cycle: Lessons from Howard Marks

Understanding Market Rhythms, Human Psychology, and the Art of Second-Level Thinking

🧠 The Mind That Remembers: Understanding LSTMs from the Ground Up

How the mathematics of memory changed machine learning forever

🧠 Mastering Deep Learning Through Design Patterns

The stories and structures that shaped the neural revolution

Free Cash Flow: The Kingmaker of Metrics

When all the margins are done talking, cash flow gets the last word

The Hidden Gears of Global Trade: Why Asia Absorbed the Tariff Shock

Globalization runs on trust and timing. Tariffs broke both. Asia, the world’s production core, took the first and hardest hit.

Net Margin: The Quiet King of Capitalism