supply chain resilience
Fortress Europe? Why the EU’s New ‘Made in Europe’ Plan is a Seismic Shift for AI, Cloud, and Your Startup
The EU’s push for 70% domestic production of critical goods is a seismic shift that will reshape the landscape for AI, cloud, cybersecurity, and startups.
Casting On for an Economic Winter: A Modern Guide to Financial Knitting
A powerful metaphor from an FT letter reveals a new era for the global economy. Discover “financial knitting” and how to invest in a deglobalizing world.
The ‘Hardiest Bug’ Economy: A Darwinian Guide to Investing in an Age of Chaos
In a volatile global economy, only the most resilient companies will thrive. This guide explores a Darwinian approach to investing for long-term survival.
EU vs. China: A New Economic Iron Curtain? What Investors Need to Know
The EU is overhauling its investment rules to counter China, demanding more local benefits and tech protection. A new era for global finance has begun.
Beyond the Handshake: How the US-Japan Rare Earths Pact is Reshaping Global Finance and Tech
A landmark US-Japan pact on rare earths is set to reshape global supply chains, tech, and finance. Discover the investment implications of this major move.
Code Red on the Assembly Line: How One Cyber-Attack Drove UK Car Production to a 70-Year Low
A JLR cyber-attack caused UK car production to hit a 70-year low, revealing the shocking fragility of our modern, software-driven industrial world.
The State Strikes Back: Why the Nexperia Takeover Signals a New Era for Global Investing
The potential Dutch state takeover of Nexperia signals a new era of state intervention, reshaping global finance, investing, and the stock market.