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AI Valuation in an Echo-chamber
AI's Future valuation depends largely on a obvious question never being answered.
Dec 17, 20251 min read


Shadow Boxing in the Oil Market
New EU energy sanctions target shippers, not nations. But they've got to enforce it.
Dec 16, 20251 min read


Venezuela, Iran & ... Belarus?
Venezuela, Iran and Belarus walk into a gas station...
Dec 12, 20251 min read


Old Money, Old School
As world decouples economically, what what are the implications to technology and geopolitics?
Dec 10, 20251 min read


WTF: Venezuela
This isn't about cocaine... it isn't really about oil.
Dec 4, 20254 min read


Is Russia Ready for a European War?
Is Russia Ready for a NATO War?
Dec 3, 20251 min read


The Forgotten Bubble
Bitcoin had one job. It's failing. AI is here in all its hype and glory, triggering nationalism and trade wars. It. Is generating a hell of a lot of revenue and epic stock prices , but not a lot of ROI on AI investment. Build-out costs are soaring and the sector’s circular financing is nothing if not interesting. There is naturally a wall of talk about an AI bubble… but not yet. Buried in the chatter, though, is the long, quiet slide of crypto the precise moment it should h
Nov 26, 20254 min read


AI Sovereignty is AI Decoupling
It might be a small world after all... The most glaring feature of the post-World War II order was the free flow of money and capital across the borders of the free world increased both production and consumption to pull more people out of poverty than during human history. When the USSR collapsed, the experiment was scaled to the entire planet. By the turn of the century, communication was so open that I once got an email from London at may desk in Memphis faster than one co
Nov 12, 20255 min read


China v US Trade Talks...
One hundred minutes doesn’t seem like a lot of time for the two largest economies - both of who are trying to rewire the economic order – to spend together hashing out a deal.
Oct 31, 20253 min read
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