Private Equity Seizes the American Grid
The Tollbooth EconomyThe American power grid is failing. BlackRock is moving in. Yesterday in Washington, the world’s largest asset manager…
The Tollbooth EconomyThe American power grid is failing. BlackRock is moving in. Yesterday in Washington, the world’s largest asset manager…
The Milestone of Social CapitalThe European Investment Bank just hit a number that looks good on a slide deck. Thirty…
The Triple Digit Ghost ReturnsOil is back. The $100 threshold is no longer a distant memory. It is a blade.…
The Noise is DeafeningFundamental research is under siege. Dave Craver of Lone Pine Capital recently took to the Goldman Sachs…
The New Toll Collectors of the RepublicThe money is moving. It is not coming from the Treasury. Today in Washington,…
The Digital Arbitrage of West African Green GoldThe shea nut is a hard currency. In the Savannah regions of northern…
Crude is the catalyst. Cash is the king. SCHD is the vault.Oil prices surged past $118 per barrel this morning.…
The server rack is a frontline.It is no longer a metaphor. It is a physical reality. Data centers have transitioned…
Tokyo Stalls on Crude FearsThe Nikkei is gasping for air. It hit a wall at 41,000. Now the Gulf is…
The Price of Resilience in Eastern UkraineKharkiv remains a logistical nightmare. Polyclinic No. 25 stands as a testament to surgical…