I am Kevin Neuburger, an angel investor in space, defense, energy and manufacturing, based in Los Angeles and working across SF, Austin and Mexico City. I write Reckoning, a biweekly brief in English and Spanish where every forecast is dated, given a probability and graded in public, and I run Ollin Intelligence, which covers the US–Mexico corridor (ollinintell.com). Previously strategy consulting at Accenture. No employer, fund, or editor sits upstream of what is published here.

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Reckoning is the research I would want before putting money at risk, written down before the outcome is known.

How it is made. Every issue is written collaboratively by me and AI tools, principally Claude (Anthropic). I read every issue before it publishes and I am responsible for what it says. Every figure traces to a source listed with the issue, fetched and dated, primary wherever the number matters; a figure that could not be verified is marked unverified rather than printed. Errors are corrected in the open, with a dated note, never silently.

The Spanish edition. Every issue ships in Latin American Spanish. I edit that edition myself. Spanish is my second language, so errors can occur; the numbers, tables, and register entries are identical across editions, and a term whose Spanish usage is unsettled is flagged in a translator's note rather than decided quietly.