The High Cost of Rebuilding Sudan Grid by Grid
The Price of Resilience in a Failed StateSudan is a graveyard of traditional credit. The national grid exists only in…
The Price of Resilience in a Failed StateSudan is a graveyard of traditional credit. The national grid exists only in…
The Optics of ImpactCapital is cowardly. It flees instability. It seeks the path of least resistance. On January 24, the…
The Mandate EvaporatesThe honeymoon is dead. Political capital is a finite resource, and the current administration has spent it with…
The age of scarcity is dead. Markets are drowning in crude.The pumps are running. The tanks are full. The bears…
The safety net is fraying. Youthful optimism has met the cold reality of the ledger. For the demographic aged 18…
The Mirage of Synchronized ExpansionThe consensus is wrong. Markets spent the final weeks of last year betting on a uniform…
The air in Davos is thin. The rhetoric is thinner. BlackRock just concluded a marathon of 300 client meetings at…
Beauty is a lie. The balance sheets tell the truth.The recent critique by The Economist regarding a new television series…
The industrial squeeze becomes a realitySilver is no longer the poor man’s gold. It is the industrial world’s oxygen. This…
The Valais legal machine is a closed loop.Forty dead. One bar. Zero transparency. The Swiss canton of Valais is currently…