The Fragile Resilience of the American Consumer
The Goldman Sachs ParadoxThe numbers look clean. The reality is messy. Goldman Sachs released its 2026 outlook yesterday, painting a…
The Goldman Sachs ParadoxThe numbers look clean. The reality is messy. Goldman Sachs released its 2026 outlook yesterday, painting a…
The Eleven Million Dollar Closet The check cleared. Eleven million dollars for a digital wardrobe. It sounds like 1995 nostalgia.…
The Joanita Dividend and the Human Capital HedgeCapital markets often ignore the periphery. They miss the signal. In Dili, the…
The market for one is finally openBritain just broke the seal on bespoke medicine. It is a fiscal nightmare disguised…
The leverage has evaporatedThe era of the entitled worker is over. Power has shifted back to the boardroom with a…
The value trade is deadAt least for the man who built an empire on it. Cheah Cheng Hye, the co-founder…
The Great Diversification of Global LiquidityCapital moves. Markets follow. The latest data from TripAdvisor and Forbes suggests a pivot toward…
The Strategic Hydration of the HornThe desert is expanding. Water is the new gold. Riyadh knows this better than most.…
The weaponization of capitalTrade is war by other means. The European Union just upgraded its arsenal. For decades, Brussels relied…
The party is getting loud. Too loud.BlackRock is asking the question everyone in Manhattan is whispering. Can the momentum hold?…