Author
Big tech is on track to spend up to $690 billion on AI infrastructure this year alone. History suggests the technology can still win even as many of today's financiers lose everything.
Artificial IntelligenceBig TechCapital ExpenditureMarket Bubbles
Matthew Mahrous8 min read
Read ArticleMacro21 April 2026
Disruptions in the Strait of Hormuz are exposing the fragility of global trade, raising the risk that decades of hyper-globalisation begin to fragment.
Global TradeGeopoliticsShippingGlobalisation
Matthew Mahrous6 min read
Read ArticleMacroCurrent Affairs28 March 2026
Oil prices are being driven by geopolitics, not fundamentals, raising doubts over whether this is real scarcity or just a temporary risk premium.
CommoditiesGeopoliticsOilBackwardation
Matthew Mahrous4 min read
Read Article