Seven and i Holdings bets the farm on the Australian outback
The Japanese playbook lands in MelbourneSeven & i Holdings is done with incrementalism. The retail giant is currently executing a…
Waymo Remote Operator Ratios Reveal a Fragile Efficiency
The algorithm hit a wall. A double-parked delivery truck baffled the lidar sensors in downtown Austin. In a remote operations…
The Invisible Hand is Now a Digital Agent
The browser is deadMorgan Stanley just confirmed the obituary. For decades, the digital economy relied on a simple, friction-heavy loop.…
The Dollar Trap and the Japanese Carry Trade Collapse
The Illusion of Export AdvantageThe dollar is bleeding. Markets are screaming for a devaluation that might never come. Rob Kaplan,…
BlackRock Bets on the Fragmentation Trade
The Era of Passive Indexing is EndingCapital is no longer blind. It is surgical. For a decade, investors rode the…
Fed Minutes Reveal a Fractured Consensus on Terminal Rates
The Policy Pivot Remains a MirageThe minutes arrived. The market recoiled. The Federal Reserve remains paralyzed by its own mandate.…
The High Cost of Frozen Infrastructure in Gaza
Capital Stagnation at the BorderThe money is ready. The blueprints are finalized. The engineers are waiting. Yet, the machinery of…
The Trillion Dollar Bottleneck Stalling Gaza Recovery
Capital is stagnant. Supply chains are frozen. The United Nations Development Programme (UNDP) issued a stark warning yesterday that technical…
The Grid Is Breaking Under AI Weight
The Copper CrisisThe copper is melting. Data centers are devouring the baseload. Regulators are asleep at the switch. The World…
The Westminster Liquidity Trap
The Floor is Falling OutSterling is a proxy for panic. The British cabinet is currently paralyzed by a decision matrix…