Grab and the New Monopoly of Southeast Asian Consumption
The Era of Subsidized Growth is OverThe burn is dead. Long live the margin. Grab Holdings has finally shed its…
The Era of Subsidized Growth is OverThe burn is dead. Long live the margin. Grab Holdings has finally shed its…
The vaults are fullThe numbers are in. The math is cold. 2025 was a vintage year for the bulge bracket…
The Illusion of ActivityThe tape is heavy. Liquidity is drying up. The S&P 500 is a ghost of its former…
The Shadow Banking Revolution in Mid-Market TechPrivate credit is the new king. Goldman Sachs just proved it. A $3.5 billion…
The gold medal is a relic. The affiliate link is the future. Shawn Johnson East is not selling bibs or…
Capital is a cowardIn the biotech sector, capital is also a gambler. The industry exists in a state of permanent…
The greenback is bleeding. Markets are reeling from the fallout of the Goldman Sachs APAC summit.Liquidity is drying up. The…
Beta is DeadThe narrative of a unified emerging market rally is a lie. Wall Street analysts spent the first six…
Institutional Trust Meets the Liquidity TrapThe files dropped. Markets buckled. This is not a drill. For years, the specter of…
The Price of PreventionThe United Nations Development Programme issued a stark reminder today. February 12 marks the International Day for…