Playback speed×Share postShare post at current timeShare from 0:000:00/92When the system is fragile, structure beats politics so real power lies in the rails not the rhetoric 3-31-2026All things financial...Mar 31, 202692ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsCanada can diversify counterparties, but cannot hedge away the map 7-25-20263 hrs ago • All things financial...Pepsico: Wide product variety with narrow input geography is a resilience illusion 7-22-26Jul 22 • All things financial...When politics weaponize a chokepoint, business has to price delay, risk & delivery 7-21-2026Jul 21 • All things financial...WorldMonitor.app - global information for the physical world - The Five Factors 7-20-2026 Jul 20 • All things financial...Chancay, Peru: a route with no chokepoints is worth more than the shortest route 7-19-2026Jul 19 • All things financial...Ai 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...
