Myanmar Reconstruction Faces a Fatal Capital Shortfall
The Anniversary of a Broken LedgerThe ground shook. The buildings stayed broken. One year has passed since the Myanmar earthquake…
The Anniversary of a Broken LedgerThe ground shook. The buildings stayed broken. One year has passed since the Myanmar earthquake…
The 2020 prophecy has become a 2026 realityIn May 2020, ING Economics suggested that central bank digital currencies were closer…
The Moat is EvaporatingMorningstar just fired a shot across the bow. They claim network effects are no longer a guarantee…
The Finnish Model of ResilienceFinland is not afraid. It is prepared. The distinction is expensive. While the rest of the…
The end of monetary privacy is a deliberate design choiceThe paper note is dying. The state wants its replacement. Central…
The Return of the Term PremiumThe long end of the curve is screaming. Investors are no longer accepting the status…
Capital is colorblind. Outcomes are not.The release of the ForbesBLK 50: Money Masters list on February 20 has triggered a…
The Resilience Premium Becomes MandatoryThe climate bill is due. Markets are finally pricing physical reality into sovereign risk. On March…
The paper trail is dyingCentral banks are moving in. The illusion of privacy is the first casualty. What began as…
The Infrastructure of the High GroundSpaceX is no longer a rocket company. It is a utility. A trillion dollar toll…