Geopolitics

Davos 2026 revealed a world no longer organized around shared assumptions. Power is fragmenting, alliances are conditional, and coordination is costly. This opening post sets the geopolitical foundation for understanding markets, macro constraints, and corporate strategy in the years ahead.

AI in 2026 is constrained less by algorithms than by physics, capital, and geopolitics. This post looks at data center energy, NVIDIA class chips, open-source models from China, EU and India responses, and whether the AI trade is already a bubble.

Venezuela is back in the headlines with regime risk, U.S. involvement and the world’s largest oil reserves in play. This post looks at what changed, how its “dirty” oil really works, and what it might mean for global markets.

An in-depth look into BRICS and its role in shaping a multipolar global economy, with India playing a central role in challenging the dominance of the U.S. dollar.