Resilience is the New Euphemism for Debt Distress
The semantic shift at DavosThe World Economic Forum is selling resilience. The Global South is buying time. On May 7,…
The semantic shift at DavosThe World Economic Forum is selling resilience. The Global South is buying time. On May 7,…
The New Homestead ActCorn yields are down. Power demand is up. The servers are coming. Across the American Midwest, a…
The Market Failed the RareThe venture capital model for biotechnology is fundamentally broken. High interest rates have choked the pipeline…
The Goldman Narrative Meets the LedgerGoldman Sachs is doubling down. Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities,…
Larry Fink stood in Waco. He wore a smile tailored for the Texas heat. Beside him sat Governor Greg Abbott.…
The Anfield ConnectionThe deal was simple. Liverpool FC provided the aura. ThinkMarkets provided the pipes. In August 2021, the multi-year…
The ceiling has shattered. $1.68 trillion is the new reality for American auto debt. This figure, released this morning, confirms…
The door is locked. The government has the key. Alphabet, Microsoft, and xAI have effectively surrendered the sovereignty of their…
The safety net is gone. Washington blinked. The Strait of Hormuz is now a privateer’s playground. Shipowners are on their…
The bill is coming due. Goldman Sachs calls it an intact trade. I call it a forced march. On May…