Clear analysis of global politics and financial markets — how power moves economies, governments, and people.
health-society
3 Key Takeaways * Supply chains are fragmenting and healthcare is no exception. * Energy, defense, and biotech are the new power plays. * Emerging markets aren’t collapsing, instead they’re repositioning. Geopolitics isn’t noise, it is the market Wars, sanctions, and shifting alliances redraw the global map of opportunity faster
politics-markets
Key Takeaways * Large diversified corporations risk losing strategic coherence amid competing lean business units. * Startups and spin-outs often benefit from focus, speed, and clearer capital allocation. * Fiduciary duties can delay structural change, even when such change may unlock long-term value. The Rise and Reassessment of the Conglomerate Model Conglomerates historically
politics-markets
Key Takeaways * BRICS trade in local currencies is rising but reserves still sit in USD. * De-dollarization is less about economics, more about negotiation power. * The euro’s stagnation proves how hard it is to rival the dollar. The headlines scream “the end of dollar dominance.” The reality is quieter, but
politics-markets
3 Key Takeaways * U.S. warships off Venezuela target cartels, not Caracas—yet regional alliances amplify pressure. * In Mexico, cartel wars have turned into open political conflict in the Senate. * Global rivals frame U.S. deployments as imperial overstretch, but allies quietly back them. Intro The United States is not
politics-markets
3 Key Takeaways * Powell’s Jackson Hole speech showed markets price politics, not policy. * U.S. warships off Venezuela prove power moves oil, not earnings. * Numbers look neutral, but they mask struggles over leverage. Numbers Are Never Neutral Markets appear mathematical: indexes, charts, percentages. But behind the digits are choices