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“There is nothing inevitable, though, about the tremendous energy demand that AI boosters say they’ll need.” great by Kate Aronoff newrepublic.com/article/189460… Thank god we had a little bit of market discipline!

Investments are going to be pouring in, but Gulf states should make sure they’re not locked into costly obligations and that their diplomatic and de-escalatory initiatives are not compromised. My latest for Century International tcf.org/content/commen…

I don’t usually share news articles—but sometimes, they signal structural change rather than just noise. For those of us who track market structure closely and listen to people inside the system, this isn’t just another headline. What we’re seeing is a serious challenge to the

tribunemag.co.uk/2025/04/dirigi… The UK's NWF is positive for progressive management of the economy. But in the long-run, the Left will have to repurpose it to expand its balance sheet, include trade unions, and build up its own financial expertise. My latest for Tribune

"more progressive approach would have the NWF use its sovereign-backed status to offer concessional debt, early-stage equity financing, or price guarantees...on the condition that they create unionized jobs or meet strict decarbon. targets" Great commentary from Rohan Advani

.Century International colleague Rohan Advani on how Trump's new tariffs could prompt Middle East countries to break with a U.S.-sponsored regional trade regime that served, in large part, to lock in American influence: tcf.org/content/commen…

December 8 and May 13. Wow. Still hard to believe 5+ months and a day later. A monumental change for Syria and Syrians. After all these years they deserve a chance and opportunity for a better life. Time to rebuild the country and reenter the international community. Good luck!

Trump’s “America First” foreign policy centers on big-dollar deals (for the Trump Organization and the US), and the optics of dominance. CI fellows analyze the president’s MENA trip Rohan Advani Aron Lund @abujamajem Sam Heller | سام هيلر Thanassis Cambanis Dahlia Scheindlin tcf.org/content/commen…

Ange saying I always win things in my second season and ending Tottenhams 17 year trophy drought is the coldest moment in football history

Tottenham Hotspur.

Last month, Lebanon held its first local elections since 2016. Over the past nine years, the country has experienced a series of upheavals and crises - yet the most remarkable feature of these elections was (mostly) how much they resembled previous ones. Some key takeaways /1

To those who say #GCC is secretly happy about #Israel’s campaign in the region, take note. While there is no love lost for #Iran and its partners, a country that goes rogue and does what it wants with no consideration for what might happen next is frightening to all.