Pink Floyd: Run Like Hell
In a world of market euphoria, where fundamentals are increasingly ignored in favor of speculative hope, the question becomes not if, but when, the reckoning will come.
Latest
A Panaroma of Panama
From BlackRock’s $23 billion acquisition of key Panama Canal ports to the unfolding human rights challenges at migrant detention centers, Panama finds itself at the crossroads of global trade and humanitarian concerns.
What in the World!
What in the World! Feb 2025
War and Peace
"History is moving quickly, and those who fail to adapt will find themselves left behind." This timeless wisdom resonates deeply to explore Leo Tolstoy's "War and Peace" and its relevance to our current geopolitical landscape.
Jack of All Trades
Bull in a China Shop?
Lawrence of Arabia
Few figures have inspired as much fascination as T. E. Lawrence—the “Lawrence of Arabia” who, through his daring exploits and cultural immersion during World War I, became a living legend. His personal blend of scholarly insight, military innovation, and a near-mythic connection with Arab tribes resonated so powerfully that
What in the World!
What in the World! Jan 2025
Open AI Hide and DeepSeek
In the rapidly evolving landscape of artificial intelligence, a Chinese startup named DeepSeek has emerged as a disruptive force, challenging the dominance of U.S. tech giants and reshaping our understanding of AI development
Free Speechless
The decision to ban TikTok, followed by the meteoric rise of RedNote as an alternative, has reignited debates over free speech, data privacy, and national security. These issues are not new—they are echoes of past struggles for freedom of expression, amplified in the digital era.
Trade Secrets
The Shark that ate the Saylor
In late 2024, Michael Saylor, doubled down on his Bitcoin vision with an audacious plan. Saylor's strategy involved raising billions through convertible debt to purchase more Bitcoin. This bold move was met with excitement by many, but I saw the cracks in the strategy
National Security or National Insecurity?
National security has been a central focus of U.S. policy in recent years, with numerous decisions and actions taken to address perceived threats both internal and external. These measures have had significant impacts on Corporate America and the broader economic landscape. The Nippon Steel and TikTok ban exemplifies the
What in the World!
What in the World! Dec 2024
2024 was a dynamic year for global markets, closing with challenges but delivering notable gains. December marked a turbulent end to an otherwise strong year for global equity markets. Explore how geopolitical shifts and central bank decisions are influencing markets and reshaping global growth.
