Written

Analysis

Research connecting central banks, geopolitics, and markets.

Your Valuation Model is a Confession

DCF assumes institutional stability. Multiples trust the crowd. Asset-based valuation assumes both are wrong. SOTP trusts that complexity requires disaggregation. Market-implied reverse-engineers what the price believes.

Jan 25, 2026Krish L

Do you wanna donate a dollar to hungry kids in Africa?

Dissecting how aid in Africa has not actually worked and has created a dangerous dependency loop. Looks like the Nigerian Prince called.

Nov 18, 2025Rehan G

It Is Not What It Looks Like

Exploring the state of AI as of February 2026

Feb 28, 2026Rehan G

From Capital to Power: Why Growth Models Fall Short

Economists spent decades explaining growth through capital, markets, and innovation, each theory capturing part of the truth. What stubbornly remained was divergence.

Jan 21, 2026Krish L

From Bricks to Greenbacks: Is this the Comeback of the Century?

Remember Nokia? It didn't die; it shape shifted. Now, with Nvidia's $1 billion backing, the telecom giant is reborn and is building networks that will define what comes after 5G.

Nov 16, 2025Krish L

More analysis

13 pieces

Low on Liquidity, High on Returns: Colombia’s Hidden Market

Nov 13, 2025Krish L

Are the Returns on Artificial Intelligence Artificial?

Nov 6, 2025Krish L

Are Fx Markets Going Quiet??

Nov 1, 2025Krish L

Did Traditional Finance Just Change Forever?

Nov 1, 2025Krish L

The Clause That Can Make or Break Your Exit – The Rise of Earnouts in M&A

Oct 13, 2025Krish L

Why No One Builds Ships Anymore

Sep 28, 2025Rehan G

Why Custody is the Most Profitable Business in Finance You’ve Never Heard Of

Sep 26, 2025Krish L

What would today’s Goldman Sachs or JP Morgan look like?

Aug 27, 2025Krish L

Buy Now, Pay Later: Convenience, Crisis, and Culture

Aug 17, 2025Rehan G

AI Anatomy: Deconstructing the Trillion-Dollar Supply Chain

Aug 11, 2025Rehan G

How systemic risk went from obscure theory to front-page news after 2008

Aug 9, 2025Krish L

Who knew? Broadcom did.

Aug 6, 2025Rehan G

The Invisible Infrastructure That Runs the Internet

Aug 3, 2025Krish L