Preston Marwicke·Feb 17The Red Envelope Protocol: What the Year of the Horse Teaches Us About Momentum, Discipline, and…As the Lunar New Year begins, we analyze the impact of the “Asian Pause” on global markets and why the Horse is the perfect totem for the…
Preston Marwicke·Feb 5The Kilowatt War: Why the AI Revolution Will Be Powered by the Global SouthAs the US grid buckles under the weight of Generative AI, Brazil’s “Green Grid” is becoming the world’s most strategic asset. An analysis…
Preston Marwicke·Feb 3The Shield of Discipline: Analyzing the Feb 2026 Copom Minutes and the Framework of Sovereign Risk…Why Brazil’s commitment to the inflation target makes it a fortress in a world of global debt fragility. An institutional look at policy…
Collin Thayern·Jan 23Explainable Risk Control in Insurance Asset Management: The Power of a Risk BudgetI’m Collin Thayern, focused on insurance asset management.
