#investing

2 signals tagged with this topic.

Taiwan, Chips, and the Psychology of Strategic Ambiguity

The Taiwan situation is the most consequential geopolitical risk of the decade. Most people misread it as ideology. It's actually about who controls the foundational technology of the AI era.

February 6, 20267m read

Strategy

Sun Tzu's 'Know Your Enemy' Is the Ultimate Investor Edge

Most investors study the asset. Almost none study the adversarial forces working against their position. That gap is where edge lives.

January 30, 20267m read