Can Fidelity keep its grip on America’s investments? A vast distribution network helped the asset manager navigate the shift to passive inve...
THE MICROCHIP ERA IS ABOUT TO END / THE WALL STREET JOURNAL OP EDITORIAL
The Microchip Era Is About to End The future is in wafers. Data centers will be the size of a box, not vast energy-hogging structures. By Ge...
AMERICA`S REAL ENEMY WITHIN / PROJECT SYNDICATE
America’s Real Enemy Within By politicizing the US military and deploying it at home for his partisan purposes, US President Donald Trump ha...
THE MEANING OF AMERICA`S VAST MILITARY BUILD-UP OFF VENEZUELA / THE ECONOMIST
Gunboat diplomacy The meaning of America’s vast military build-up off Venezuela The world’s largest aircraft-carrier is making for the Vene...
THE FED & DERIVATIVES: HOW COMPLEXITY HIDES DISHONESTY / VON GREYERZ
The Fed & Derivatives: How Complexity Hides Dishonesty By Matthew Piepenburg I often close public interviews with the recommendation tha...
AUSTRALIA IS RETHINKING ITS CLIMATE DOOMSDAY / THE FINANCIAL TIMES OP EDITORIAL
Australia is rethinking its climate doomsday Focusing on jobs and property prices could be a better way to bolster support for a new emissio...
INVESTORS ANGST OVER BIG TECH`S AI SPENDING SPILL INTO BOND MARKET / THE FINANCIAL TIMES
Investor angst over Big Tech’s AI spending spills into bond market Debt issued by groups building data centres has been hit in recent weeks ...
BILL GATES RETHINKS CLIMATE CATASTROPHE / THE WALL STREET JOURNAL EDITORIAL
Bill Gates Rethinks Climate Catastrophe Ahead of COP30, the billionaire is sounding like our long-time contributor Bjorn Lomborg. By The Edi...
TRUMP, XI, AND MANAGING RIVALRY / GEOPOLITICAL FUTURES
Trump, Xi, and Managing Rivalry Washington’s challenge is to exploit its window of relative advantage without drifting into complacency or e...
THE WEST`S "FREE PALESTINE" MOVEMENT ISN`T HELPING / PROJECT SYNDICATE
The West’s “Free Palestine” Movement Isn’t Helping Contrary to the claims of Western progressives, anti-Israel movements cannot be tidily se...