2026 is the year of capability concentration, institutional drift, and the multi-pole order.
The proposed Defense, Security and Resilience Bank shows how sovereign guarantees, capital markets, and industrial capacity are becoming the connective tissue of allied security.
Jun 30 / 16 min readKevin Warsh was installed to cut interest rates, but his first month at the Federal Reserve signaled something larger, and more disciplined.
Jun 24 / 9 min readThree shocks, three mechanisms, and why the next downturn will be measured against the wrong yardstick.
Jun 20 / 10 min readChina and America are competing for the last mile.
Jun 5 / 23 min readStrategic competition with China is a contest of institutional learning rates, not just a clash of platforms and inventories.
Jun 2 / 5 min readA city moving more, growing safer, and becoming more expensive at the same time.
Jun 1 / 9 min readClimate risk is moving from weather maps to balance sheets.
Jun 1 / 22 min readRare-earth access turns ore into strategic leverage.
May 15 / 21 min readAnthropic and OpenAI announce joint ventures with leading investors
May 5 / 1 min readBrent crude has risen roughly 70 percent since February
May 4 / 5 min readPassive flows have built the most concentrated S&P 500 on record.
May 1 / 19 min readHow Alphabet stands apart
Apr 28 / 9 min read