All things financial
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Pepsico, Inc.
Trade-Fragmentation Risk
Jul 22
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All things financial...
Pepsico: Wide product variety with narrow input geography is a resilience illusion 7-22-26
Jul 22
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12
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6:37
The Map and the Fleet
Why new trade dals cross seas no one guarantees
Jul 21
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2
When politics weaponize a chokepoint, business has to price delay, risk & delivery 7-21-2026
Jul 21
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2
1
10:00
WorldMonitor.app - global information for the physical world - The Five Factors 7-20-2026
Jul 20
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12
3
2
6:44
The Toll was never abolished
Copenhagen 1857, the Turkish Straits, The Peruvian Andes, and the repricing of strategy
Jul 19
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1
Chancay, Peru: a route with no chokepoints is worth more than the shortest route 7-19-2026
Jul 19
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13
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1
10:00
Ai is a promise built on negative cash flow. Revenue is vanity profit sanity free cash flow survival 7-17-26
Jul 17
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12
1
9:58
Asymmetric Financialization of the AI Compute Stack
CoreWeave's memory hedge, the GPU rental repricing, and an output market without an input market
Jul 15
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3
CoreWeave debt covenants: old chips age fast; the revenue curve ages faster 7-15-2026
Jul 15
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11
9:58
Hormuz, Bab al-Mandab, Panama Canal: world's narrow straits are looking like paid bridges 7-12-2026
Jul 12
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13
4
2
10:00
Japan, Yen & yen carry trade. Currencies follow the path of least resistance for big money 7-10-2026
Jul 10
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All things financial...
9
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10:00
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