The Future Of Computing
October 20, 2026
Quantum computing is attracting capital at a pace that would have seemed improbable only a few years ago. The appeal
Insights
Dressed To Scare
October 8, 2026
Oil, AI and interest rates all look positively frightening this October. The data underneath is more reassuring than the mask
The Month the Market Remembers
September 3, 2026
There is a rhythm to markets that has little to do with fundamentals and everything to do with habit. September
The Venezuela Oil Deal Won’t Move Your Gas Bill
September 2, 2026
Washington has just announced a deal that gives the US effective majority control of a joint venture developing seventeen Venezuelan oil fields sitting on more than 65 billion barrels of proven reserves.
A Signal of Friendship, a Hedge for Rates
August 5, 2026
In early August 2026, the United States did something it almost never does. It joined Japan in buying yen to stop the currency from sliding further.
Riding The K-Waves
July 7, 2026
With South Korea’s grand strategy of introducing the K-Wave internationally, it should come to no surprise that this extends to the semi conductor industry too. What has happened in
Insights
The Future Of Computing
October 20, 2026
Quantum computing is attracting capital at a pace that would have seemed improbable only a few years ago. The appeal
Dressed To Scare
October 8, 2026
Oil, AI and interest rates all look positively frightening this October. The data underneath is more reassuring than the mask
The Month the Market Remembers
September 3, 2026
There is a rhythm to markets that has little to do with fundamentals and everything to do with habit. September
The Venezuela Oil Deal Won’t Move Your Gas Bill
September 2, 2026
Washington has just announced a deal that gives the US effective majority control of a joint venture developing seventeen Venezuelan oil fields sitting on more than 65 billion barrels of proven reserves.
A Signal of Friendship, a Hedge for Rates
August 5, 2026
In early August 2026, the United States did something it almost never does. It joined Japan in buying yen to stop the currency from sliding further.
Riding The K-Waves
July 7, 2026
With South Korea’s grand strategy of introducing the K-Wave internationally, it should come to no surprise that this extends to the semi conductor industry too. What has happened in