South Korean Growth Hits a Sudden Wall
The Han River Miracle StallsThe numbers are in. They are ugly. Seoul is reeling from a data print that few…
The Han River Miracle StallsThe numbers are in. They are ugly. Seoul is reeling from a data print that few…
The Punditry of ChaosThe noise is deafening. Jim Cramer is back on the airwaves, shouting into the void of a…
The Consensus Mirage at Two Percent The consensus is a comfort blanket. It hides the volatility beneath the surface. BlackRock…
The Inventory TrapRetailers are drowning in fabric. The math is broken. Supply chains are bloated. Inventory is a liability. According…
The ticker tape is green. It feels unearned. On this January 20, the capital is awash in ceremony while the…
Davos rhetoric meets the cold reality of capital flightThe snow is thick in Davos. The rhetoric is thicker. Makhtar Diop,…
The Great Decoupling in the Swiss AlpsThe snow in Davos is real. The economic forecasts are not. As the World…
The Great Decoupling of Global MedicineThe global pharmaceutical industry is fracturing. National security now dictates drug manufacturing locations. The era…
The Ice Is BreakingSovereignty has a price. Denmark just paid the first installment. The deployment of additional troops to Greenland…
The regulatory tide recedesThe vault doors are swinging open. Washington is retreating from the balance sheet. For the first time…