Larry Fink and the Financialization of Global Power
The death of the defensive playLarry Fink is not a romantic. He is a pragmatist. BlackRock’s latest signal on infrastructure…
The Eurozone Fault Line Cracks at the Channel
The Euro is a currency in search of a floorIt has not found one yet. The 0.8600 handle on the…
The Fiscal Ledger of India’s Social Ambition
The numbers are staggering. Forty-two million farmers now sit within a digital ecosystem. Thirty-two million women have gained access to…
India Scales the Digital Ledger of Informal Millions
The Ledger of the DispossessedThe numbers are staggering. Forty two million farmers. Thirty two million women. One hundred sixteen thousand…
The Latin American Innovation Paradox Is A Capital Trap
The World Economic Forum is back at it. In a tweet dispatched today, the organization claimed Latin America must solve…
The Latin American Innovation Ceiling
The money is there. The talent is there. The growth is missing.The World Economic Forum recently flagged a systemic rot…
The Bank of England Pivot Trap
The headline is a ghost.Market participants are fixated on a single number. 1.8 percent. This is the projected headline inflation…
The Gates Foundation Faces a Moral Liquidity Crisis
The Silence Ends in SeattleThe silence ended today. Melinda French Gates is no longer shielding the legacy. New court filings…
Washington Challenges the Autonomous Narrative
The Senate Floor Becomes a Technical BattlefieldThe room was cold. The stakes were higher. Today on Capitol Hill, the long-standing…
Enterprise Products Partners Proves the Resilience of Fossil Fuel Infrastructure
The yield hunters are back. Enterprise Products Partners (EPD) just signaled that the midstream sector is far from dead. Common…