Independent analysis of geopolitics, socioeconomics, technology, energy and sovereign risk — where policy, capital and the physical world collide.
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Independent strategic-risk & geopolitics analyst — and former senior investment banker.
Senior Vice President, Lehman Brothers · Managing Director, Nomura
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Three lapses in appropriations in thirteen months, and funding runs out again on 11 December. The measured cost is small and markets barely registered it. The damage that does not reverse is to the statistics the whole system is priced off.
In 2012 a fabricated CV of me appeared online before my ICAC private examination. What took a conspiracy then takes one person an afternoon now — and the counterparties doing it have no verifiable legal existence at all.
Why social factors demand equal footing with environmental and governance priorities — and why their neglect is a measurable capital-allocation failure.
Rebalancing the EU's critical-minerals strategy — from resource nationalism toward a durable, equitable partnership with producing nations.
A three-tier measurement standard for the ‘S’ in ESG — Scope 1, 2 and 3 for the human cost of enterprise, drawn where it can actually be seen.
How the convergence of quantum computing, biological systems and machine intelligence points to a route to superintelligence — and what it means.
An inescapable physical reality is colliding with a profound institutional hallucination — on energy dogma and the laws of physics.
How the convergence of quantum computing, artificial intelligence and biology is reshaping the trajectory of AI itself.
A cooperating witness whose evidence, when it mattered most, was repeatedly preferred by the courts over that of the powerful people he testified against — and upheld all the way to the High Court of Australia.
A clear, sourced account drawn entirely from official court judgments, commission reports and regulatory registers.
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