geopolitical risk
Gazprom’s Asian Gambit: Is the Power of Siberia 2 Pipeline a Financial Masterstroke or a Desperate Bet?
Gazprom’s push for the Power of Siberia 2 pipeline to China signals a major shift in global energy, with huge implications for finance and geopolitics.
The Arctic’s New Cold War: Why Undersea Cables Are the Frontline for the Global Economy
Hybrid warfare in the Arctic targets undersea cables, posing a direct threat to global finance, trading, and the digital economy. What does this mean for investors?
Beyond the Battlefield: Ukraine’s High-Stakes War on Corruption and Its Economic Future
Amidst a brutal war, a corruption crisis threatens Ukraine’s stability and financial future, forcing a high-stakes battle for transparency and investor trust.
The European Paradox: Why Stronger Nations Might Build a Stronger Union
The long-held vision of a federalized Europe is being challenged. A model of stronger nation-states may unlock greater economic and financial potential.
China’s AI Gambit: A Stark Warning for the Global Economy and Investors
A stark warning in a letter to the FT reveals China’s massive AI education strategy. What does this mean for investors, finance, and the global economy?
The Mamdani Effect: Why a Local Election Signals a Seismic Shift in Geopolitical Investing
A local NY election signals a major shift in US foreign policy, creating new geopolitical risks and opportunities for investors in finance and technology.
A Diplomatic Freeze: Decoding the Economic Fallout of Colombia’s Intelligence Break with the US
Colombia’s suspension of U.S. intelligence sharing over potential migrant boat strikes signals a major geopolitical shift with deep economic implications.
The Great Financial Crossword: Decoding the Puzzles of the Modern Economy
Navigating modern finance is like solving a complex crossword. This post decodes the macroeconomic and technological clues shaping the global 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.
Venezuela on the Brink: An Economic Autopsy and Its Impact on Global Finance
An in-depth analysis of Venezuela’s economic collapse, US sanctions, and the implications for global finance, investing, and geopolitical risk.
Pentagon Puts Defence Giants on Notice: A New Era for Investing in National Security?
The Pentagon is shaking up its multi-trillion-dollar contracting system, putting the “Big Five” defence giants on notice and opening doors for new innovators.
Geopolitics & Portfolios: Analyzing Trump’s Hungary Sanctions Exemption and its Market Impact
A look at Trump’s Hungary oil sanctions exemption and its deep impact on global finance, energy markets, and investment strategy.