Three years ago, private credit was boutique. Today it's $1.8 trillion woven into pension funds, insurance companies, and 401(k)s. When Grant Williams dove into the history of the industry up into the present moment of credit market stress, we realized his words tangibly describe what several of our Perscient Pro Storyboards are depicting. Expert analysis and market narrative tend to converge when something genuinely important is unfolding. We break both down here.

The 2026 midterms aren't shaping up like any other midterm. While analysts obsess over economy and crime, the White House is focused on something else entirely: the rules of the game. Voter ID narrative intensity has hit record levels, and it's not slowing down. Here's what's actually driving this election cycle.

Peter Atwater's Confidence Quadrant framework maps how certainty and control drive decision-making. Combining his analysis with Panoptica's Politics Storyboards adds a fascinating dimension around where the president and consumers in the US may be headed. You can see it in the data.

Prescriptive narratives ("we must act") and descriptive ones ("our soldiers are the best") don't operate as separate rhetorical strategies. They load-bear against each other to create permissions and justifications for military action. Matt Zeigler shows how Panoptica's Storyboards make this narrative machinery visible in real time, tracking the exact patterns Ben Hunt described nine months before anyone could see them.

The U.S. government wants journalists to clear reality with them before you see it. This Zeitgeist traces how that demand flows through a $111B media deal, corporate newsrooms, and the individual reporters filing for independence under record-setting lows in media trust.

When geopolitical shock hits, capital flees to safety. Except last Monday, when yields rose during a major war escalation, the understanding of Treasuries as safe-haven assets didn't act as many had expected. Here's what changed, when it changed, and what the Perscient data was showing us before the headlines caught up.