Journal
Exploring how less can say more — and why we believe simplicity is the highest form of elegance.
Canada’s flow-through share market represents one of the rare cases in which fiscal policy does more than subsidize investment: it becomes part of the security itself.
Local currencies do not need to replace the dollar to reduce their dependence on it.
The AI infrastructure boom is often described through GPUs, model scale and data-center investment.
Electricity was once treated as a background input to economic growth—abundant, predictable, and available wherever capital chose to build.
In markets, liquidity is often treated as residual capital the portion of a portfolio waiting to be deployed once a sufficiently attractive opportunity appears.
For decades, Africa has occupied a relatively narrow position in global investment portfolios
For decades, Russia’s economic geography was fundamentally oriented westward.
For most of the modern economic history of the Gulf, hydrocarbons defined both the source of wealth and the structure of the state.
Estonia, Latvia and Lithuania cannot compete through scale. They compete through adaptability.
New Zealand did not become less remote.
The world made remoteness more valuable.