Supply Chain
The Great Unraveling: Why the Global Economy’s Old Rules No Longer Apply
The old rules of the global economy are broken. We’ve entered a new age of disorder driven by geopolitics, creating immense risks and new opportunities.
GM’s $1.6 Billion U-Turn: A Sobering Reality Check for the EV Revolution and Its Investors
GM takes a $1.6bn charge to scale back EV production, a stark move driven by policy shifts that offers critical lessons for investors and the economy.
The Trade War Two-Step: Why Trump’s China Brinkmanship Follows a Familiar Script
The familiar cycle of US-China trade brinkmanship is back, but history suggests this escalation will likely end in another calculated climbdown.
A New Dawn in the Middle East? The Economic Shockwave and Your Investment Strategy
A landmark Middle East peace deal could reshape the global economy. Explore the impact on oil, stocks, and your investment strategy in this new era.
JPMorgan’s $10B Bet on American Tech: Why Your Startup Should Be Paying Attention
JPMorgan’s $10B ‘America First’ fund is more than a headline—it’s a massive catalyst for tech innovation in AI, SaaS, automation, and cybersecurity.
Chip Wars Escalate: Why a Tiny Dutch Startup Just Became a Geopolitical Flashpoint
The Dutch government nationalized a chip firm, a move signaling a new era in the global tech wars. Discover why this is a huge deal for AI and startups.
The Trillion-Dollar Paradox: Why the AI Revolution is Built on the World’s Riskiest Foundation
TSMC’s stock is soaring as the AI boom’s insatiable need for chips outweighs deep geopolitical fears, creating a high-stakes paradox for the entire tech world.
The New Cold War is Fought with Silicon: Why a Dutch Chip Firm Takeover Signals a Global Tech Showdown
A Dutch government intervention in a chip firm takeover reveals a new era of tech geopolitics, with major implications for AI, cybersecurity, and startups.
From Lost Parcels to Market Tremors: The Hidden Economic Crisis in US Shipping
A missing wedding sari symbolizes a deeper economic crisis as new US customs rules create shipping chaos, impacting consumers, investors, and global trade.
China’s New Choke Point: Why Rare Earth Technology is the Real Economic Weapon
China’s new export curbs on rare earth technology, not the minerals themselves, represent a sophisticated economic weapon. A look at the real risks.
China’s Mineral Chokehold: A Weapon Against the Global Economy or a Self-Inflicted Wound?
Scott Bessent accuses China of damaging the global economy with mineral restrictions, a move that could ultimately backfire and hurt its own standing.
Trade War 2.0? Unpacking the New US Tariffs on China and What They Mean for Your Portfolio
New US-China tariffs are more than a trade spat; they’re a strategic realignment. Discover the impact on the economy, stock market, and your investments.