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The Capital Layer of Deterrence

The proposed Defense, Security and Resilience Bank shows how sovereign guarantees, capital markets, and industrial capacity are becoming the connective tissue of allied security.

REPORTJUN 202616 MIN READ

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The library

9Reports

23Memos

432Essays

25Data

How we curate our library

ReportsView all reports

The Capital Layer of DeterrenceJUN 30, 2026 · 16 MIN READ
Depth, Speed, DurationJUN 20, 2026 · 10 MIN READ
The Two Energy SuperpowersJUN 5, 2026 · 23 MIN READ
Compound Learning and Decision AdvantageJUN 2, 2026 · 5 MIN READ
The Power Curve 2026 OutlookJUN 1, 2026 · 24 MIN READ

MemosView all memos

A Nation Richer Than It FeelsJUL 1, 2026 · 6 MIN READ
Regime Change, QuietlyJUN 24, 2026 · 9 MIN READ
The New York PremiumJUN 1, 2026 · 9 MIN READ
The Price That Prices the WorldMAY 4, 2026 · 5 MIN READ
The Most Profitable Business Ever BuiltAPR 28, 2026 · 9 MIN READ

EssaysView all essays

AI for EnterpriseMAY 5, 2026 · 1 MIN READ
Welcome to the Era of Higher TariffsMAR 25, 2026 · 5 MIN READ
AI Investing: FOMO or StrategyFEB 16, 2026 · 6 MIN READ
Canada Calls Out the United StatesJAN 25, 2026
The News CycleJAN 5, 2026

DataView all data

GDP and Growth TrajectoriesIMF DATAMAPPER
Global Trade Flow SankeyUN COMTRADE
Energy Mix and CO₂ IntensityEIA / WORLD BANK
Macro Health RadarIMF WEO
Sanctions Network GraphOFAC

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