Echoes of the 1840s: The BIS Warns of a $1 Trillion AI Investment Mirage and the Risk of Global Recession
The history of capitalism is a graveyard of "genuine breakthroughs." In the 1830s, it was the canal mania that promised to stitch together the industrial world. In the 1840s, it was the British railway bubble, where thousands of miles of track…
The Lean Giants: 2026 Fortune 500 Hits Record $21 Trillion in Revenue as Workforce Shrinks
The 2026 Fortune 500 rankings have unveiled a stark paradox at the heart of the American economy. While the nation’s largest corporations are generating unprecedented wealth—shattering records for revenue, profit, and market capitalization—the human…
The $1.1 Trillion Ambition: Techcombank’s Blueprint for Navigating Vietnam’s Capital and Infrastructure Gap
When Jens Lottner, the CEO of Techcombank, surveys the economic landscape of Vietnam, he identifies a fundamental paradox: a nation with world-class ambitions currently operating with a developing-world balance sheet. Vietnam’s trajectory has been…
The Trillion-Dollar Frontier: Elon Musk Shatters Records with Historic SpaceX IPO
The landscape of global finance underwent a seismic shift on Friday as Elon Musk achieved two milestones previously thought to be the stuff of science fiction. With the initial public offering (IPO) of his aerospace juggernaut, SpaceX, Musk not only…
Beyond the Concrete: Why America’s $1.2 Trillion Infrastructure Bet Hinges on Digital Intelligence
The United States is currently engaged in the most ambitious rebuilding effort since the Eisenhower era. With the passage of the Infrastructure Investment and Jobs Act (IIJA), the federal government has authorized a staggering $1.2 trillion in total…
