Financial Technology
The Trillion-Dollar Pivot: Why Bill Gates’ Climate Shift Is a Wake-Up Call for Investors
Bill Gates’ shift to climate adaptation is a wake-up call. This pivot from mitigation is creating a multi-trillion-dollar “resilience revolution” for investors.
Square Pegs, Round Holes: Why Crypto Demands a New Regulatory Playbook
Cryptoassets don’t fit into old financial laws. This post explores why a new, bespoke regulatory framework is essential for innovation and growth.
India’s IPO Boom: From Valuation Frenzy to a New Era of Financial Maturity
India’s startup IPO boom faced a reality check over valuations, but this turbulence signals a maturing financial ecosystem focused on profitability and governance.
The Dragon’s New Gambit: How China’s Climate Pivot is Reshaping the Global Economy
With the US absent from COP30, China’s climate pivot is reshaping global finance. Discover the economic and investment implications of this seismic shift.
Paradise Under Pressure: A Financial Deep Dive into the Tourism Sector’s Economic Crisis
Island tourism faces a perfect storm of soaring costs and cautious consumers. This analysis explores the economic crisis and the role of finance and tech.
COP30 Crossroads: Investing in a World Reshaping its Climate Economy
COP30 looms amid geopolitical tension, reshaping climate finance. Explore the new economic landscape for investors, from China’s plans to Brazil’s Amazon economy.
The Trillion-Dollar Typo: Why a 20-Year-Old Correction on the Iraq War Is a Crucial Lesson for Today’s Investors
A small correction about the 2003 Iraq War offers a powerful lesson on how misinformation and narrative risk impact the economy, investing, and fintech.
Beyond the Hull: The Deep Economic Currents of a Single Statistic
A single statistic about submarine construction reveals a deep story of industrial economics, long-term investing, and the future of financial technology.
The Geopolitical Compass: Navigating the New Landscape of Global Finance
Geography is the most underrated force in modern finance, shaping everything from the stock market and fintech innovation to investment risk and the global economy.
The Authenticity Premium: Why the Market’s ‘Vibe Shift’ Is Your Next Big Investment Signal
A cultural ‘vibe shift’ towards candour, seen in figures like Martha Stewart, is creating a new ‘authenticity premium’ in finance and investing.
The Investor as Polymath: Solving the Market’s Most Complex Crossword
Viewing the market as a complex crossword puzzle provides a powerful framework for investors to navigate today’s intricate financial landscape.
Solving the Financial Puzzle: A Strategic Guide to Today’s Complex Economy
A guide to navigating today’s complex economy by viewing it as a puzzle, connecting macroeconomics, banking, fintech, and blockchain into a coherent strategy.