Playback speed×Share postShare post at current timeShare from 0:000:00/121Chancay, Peru: a route with no chokepoints is worth more than the shortest route 7-19-2026All things financial...Jul 19, 2026121ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsAi is a promise built on negative cash flow. Revenue is vanity profit sanity free cash flow survival 7-17-26Jul 17 • All things financial...CoreWeave debt covenants: old chips age fast; the revenue curve ages faster 7-15-2026 Jul 15 • All things financial...Hormuz, Bab al-Mandab, Panama Canal: world's narrow straits are looking like paid bridges 7-12-2026Jul 12 • All things financial...Japan, Yen & yen carry trade. Currencies follow the path of least resistance for big money 7-10-2026Jul 10 • All things financial...Hyperscalers - DeepSeek Standards can organize a country, it is another to build capacity to win 7-8-2026Jul 8 • All things financial...In technology, overreaching jurisdiction often creates fragmentation instead of control 7-7-2026Jul 7 • All things financial...Premium pricings needs premium differentiation: otherwise it is an expensive imitation 7-5-2026Jul 5 • All things financial...
