Singapore Bets the House on Silicon Sovereignty
The Budgetary Pivot to Machine IntelligenceState capitalism is evolving. Singapore just proved it. Yesterday, Prime Minister Lawrence Wong delivered a…
The Budgetary Pivot to Machine IntelligenceState capitalism is evolving. Singapore just proved it. Yesterday, Prime Minister Lawrence Wong delivered a…
The Signal and the NoiseThe machines have spoken. Jim Simons’ legacy, Renaissance Technologies, has executed a massive pivot in its…
The Bio-Tech ParadoxScience won the war against early mortality. Finance is losing the battle to pay for it. The latest…
BlackRock is selling optimism. The latest Market Take from Axel Christensen suggests that AI, global growth, and easing trade uncertainty…
The lights are burning late in Brussels. The bank accounts are empty. European leaders have finally reached a consensus that…
The bloodletting in enterprise software has stopped. Markets spent eighteen months pricing in the total obsolescence of the seat-based license.…
Hong Kong traders are chasing shadows again. The annual ritual of front-running the Southbound Stock Connect has begun. This is…
The search giant bets on eternityAlphabet is bored of decades. They want a hundred years. The Mountain View behemoth just…
The Equity PivotThe cranes are back. Mumbai’s skyline is a forest of steel. For years, India’s real estate developers were…
The Long Vacancy EndsThe corner office at Kroger is no longer a ghost town. After 340 days of administrative drift,…