The high price of institutional blindness
Information is the ultimate collateralMarkets are blind without transparency. We are currently witnessing a global contraction in media freedom that…
Information is the ultimate collateralMarkets are blind without transparency. We are currently witnessing a global contraction in media freedom that…
The end of monetary anonymityThe tweet from ING Economics in May 2020 was a warning. It felt like a distant…
The oracle is thirsty. It needs cash. Real cash. Not just the digital tokens that fuel the betting slips of…
The Compute Cost ParadoxThe ticker symbol is missing. Investors are restless. The private secondary markets are bloated with overvalued shares.…
The Capex Mirage and the Reality of Silicon CostsThe market is losing its appetite for the AI promise. On April…
The whistle blows. The ticker moves. Retail capital flows into Anfield. Since the summer of 2021, the marriage between ThinkMarkets…
The Arteries are CloggedThe global energy heart is failing. Brent crude futures surged past $148 a barrel this morning. The…
The ballot box is an expensive place to hideSix months before the 2026 midterm elections, the political class is staring…
The pivot is deadThe Federal Open Market Committee just blinked. Markets expected a dovish tilt. They got a wall of…
The Liverpool Connection and the Search for Global LiquidityLiverpool FC and ThinkMarkets. A marriage of convenience. It began in 2021.…