David Solomon Bets the House on a Dealmaking Renaissance
The return of the animal spiritsDavid Solomon is back. The Goldman Sachs chief is pounding the table for a massive…
BlackRock Bets the House on Silicon and Steel
The champagne is flat. The private jets have departed Zurich. Davos 2026 is officially over. BlackRock remains. The firm is…
The Dollar Death Spiral and the Golden Resurrection
The Fed Prepares the GuillotineThe dollar is bleeding. It hit a four month low against a basket of major currencies…
Latest Analysis and Key Takeaways
The Arithmetic of Survival The biosphere is not a balance sheet. Capital markets disagree. The United Nations Development Programme (UNDP)…
The Emerging Market AI Mirage
Capitalism is a machine for efficiencyIn the West, AI is a toy for generating images. In the Global South, it…
The Davos Reconstruction Arbitrage
The Davos Reconstruction Arbitrage The private jets have landed. The security perimeter is absolute. Davos 2026 has begun its annual…
Transatlantic Friction Risks the London Premium
The rhetoric is loud. The capital is quiet. For years, the political friction between London City Hall and the White…
Energy Markets Shiver While Gold Glitters
The Grid BreaksThe cold arrived. Markets broke. Over the last forty eight hours, a brutal arctic blast has paralyzed the…
The Billionaire Blueprint for Asset Seizure Protection
The dollar is a weapon. Cheah Cheng Hye knows this. The co-founder of Value Partners is moving 25% of his…
Beijing Mandates the Margin
Beijing Mandates the Margin The bleeding stopped because the state took the scalpel. China reported a marginal uptick in industrial…