Isamsaidu·5d agoAI industry bet on a light-touch government this weeks US election results just turned that bet…Congress shifting to Democratic control, several of the incoming lawmakers campaigned explicitly against unchecked AI expansion some on…
James Picerno·Nov 4What Democrats’ Midterm Win Means for MarketsThe Democratic rout of Republicans in Tuesday’s midterm elections has far-reaching implications for policy in Washington, which in turn is…
Isamsaidu·Oct 17Investors obsess over interest rates and earnings but the thing that quietly underpins every asset…There’s a serious debate in the US right now some commentators warn that democratic institutions are being eroded others argue the system…
ORAX ASSETS MANAGEMENT CORP.·Sep 24Why Cheap Electricity Is the Wrong Starting Point for Choosing a Mining HostFrom Venezuela’s seizures to Ethiopia’s power cuts: why a low price per kWh means little without stable, enforceable terms of access
Darwin Gosal·Aug 4Adverse Selection: Why Politics Repels the People It NeedsThe most important political contest may happen before the election: whether capable people decide the job is worth accepting at all.
Amin Al-Ait·May 22The Ukraine War Ends, Then Comes Dayton, Then the IMF, Then BrusselsIn a 156-country structural scoring run, Bosnia and Herzegovina ranks as Ukraine’s closest historical peer. The comparison relocates the…
Amin Al-Ait·May 22Why Ghana’s Next Election Could Be Decided in the BarracksQGI scored 156 countries on the structural conditions that historically precede elections-related institutional stress. Ghana ranked at the…
Youcef Sail·May 17You’re On Your Own: Toward an Uninsurable WorldThe social contract is not being renegotiated. It is being dissolved — one uncovered loss at a time. And for the first time in modern…
Youcef Sail·Apr 21Beyond the Base Case: Extreme Scenarios in Iranian Political RiskWhat If the Islamic Republic Is a Fat Tail Waiting to Happen? Mapping the Cascading Collapse Nobody Is Pricing In
Nelson Torres | Venezuela & Transnational Crime·Mar 16From the Jungle to Delaware: Anatomy of a Self-Inflicted LiquidationHow a mining expropriation in the Venezuelan jungle ended up threatening the country’s most important petroleum asset abroad.
