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The Husain Signal
On Strategy
2.28 billion ways to lose
Three strategic errors that run through every large organization. And a fourth that confirms the first three.
May 22
•
Adil Husain
overcoming the stalemate problem
What Hormuz, TikTok, and Nippon Steel reveal about how standoffs actually end, and the diagnostic every strategy team should run before assuming time is…
May 6
•
Adil Husain
1
Palantir Published a Manifesto. Every S&P500 CEO Should Understand Why.
Alex Karp didn't write a manifesto to sell books. He wrote it to win contracts. We map the costly signal strategy, the prisoner's dilemma driving the…
Apr 20
•
Adil Husain
7
2
Same Inputs. Different Conclusions. We Were Right.
Earlier this year we published contrarian theses on two publicly traded companies. One is up 40%. One is down 50%. We called it correctly. Here is how…
Apr 10
•
Adil Husain
1
Watching the System Run Without Us
Moltbook is a public experiment in agent-to-agent coordination without humans in the loop. This condition already exists in markets, infrastructure, and…
Feb 3
•
Adil Husain
10
2
"strategic uncertainty" isn't strategy
Game Theory Lessons for Trump’s 2025 Tariff Doctrine
May 2, 2025
•
Adil Husain
1
lean times ahead
Whispers from American businesses
Apr 25, 2025
•
Adil Husain
5
2
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