marten

The “Sell America” Trade Returns — With Greenland at the Centre

A familiar market pattern reasserted itself on 20 January 2026: the dollar slid, Treasury yields rose, US equities fell sharply,…

4 weeks ago

Heat Pumps That Pay: How Industrial Process Heat Is Becoming a Cost-Saving Asset

Table of contents Why industrial heat is now a balance-sheet issue 1) The commercial frontier: process heat up to ~200°C…

1 month ago

Earth Active Under Neil Jeffery: De-Risking Capital in Complex Markets

Earth Active operates at the intersection of environment, climate, governance and social performance, helping lenders, investors and developers deploy capital…

1 month ago

Trump Targets Wall Street Landlords, Putting Private-Equity Underwriting on Notice

A proposal to bar large institutional investors from buying single-family homes has jolted real-estate equities and reopened a long-running political…

1 month ago

The Venezuela Trade: Markets Move Faster Than Politics

The overnight capture of Nicolás Maduro has jolted geopolitics — and, almost immediately, reset the investment debate around Venezuela’s reopening.…

1 month ago

Rolex vs Watch Flippers: How Certified Pre-Owned Became a Weapon of Pricing Power

Rolex has finally confronted the watch flipper economy — not by flooding the market or cutting prices, but by tightening…

2 months ago

The Cost Curve That Is Squeezing Coal and Gas

By the end of 2025, the energy transition’s most persistent objection — that renewables cannot be relied upon when the…

2 months ago

2025: When Markets Made Renewables Dispatchable

For years, the energy transition was argued as much on ideology as on engineering. Supporters framed renewables as a moral…

2 months ago

Accenture on Saudi Arabia’s AI Revolution: Leading the Next Wave of Enterprise Transformation

As the global technology landscape undergoes a seismic shift with the rise of agentic AI, Saudi Arabia stands at a…

2 months ago

‘Sanaenomics’: The Abenomics 2.0 Shift from Deflation to Security

The economic platform of Prime Minister Sanae Takaichi, quickly dubbed 'Sanaenomics', is not a radical break but a clear continuation…

2 months ago