The February 2026 US-Israel operation, read through Kagan, Kissinger, Toll & Ferguson. What it teaches business leaders about diplomacy, decision speed & institutional resilience.
Lessons from a mathematician, an aerospace engineer & a mechanical engineer on governing what you cannot fully understand, & the posture bank directors need toward AI oversight.
Large dislocations in currency, credit, sovereign debt & digital-asset markets are rarely driven by the scale of an attacker. A 2026 postulate on structural vulnerability & how to assess stability.
Healthcare & finance keep adding layers of intermediation between payment & value. A systems view of why complexity accumulates, when it stops serving purpose, & what resilience through alignment looks like.
Three credit dislocations across four decades, Texas energy & real estate, the dotcom IPO boom, and today's private-credit market, share one behavioral sequence. Why this one looks familiar.
How the $2.9 trillion AI data-center buildout is reshaping global capital, construction & the communities absorbing it, and where the $800 billion private-credit opportunity sits.
Deloitte's 2026 State of AI report reads as inevitable growth. An operator's view of the implementation risk beneath the optimism, from a 40% agentic failure rate to the governance banks need before decisions run autonomously.
Apollo's 2026 outlook read for financial services: a resilient US economy, a brief stagflationary slowdown, then AI-driven reacceleration, with the consumer-stress, policy & private-markets signals that matter for banks & investors.
The OCC & FDIC rescinded the 2013 Interagency Guidance on Leveraged Lending on December 5, 2025. What the move to principles-based supervision means for bank participation, private credit & internal risk governance.
Stage 3B Hodgkin's lymphoma at 22, in 1984, when there were no records of long-term survival at that stage. A first-person case for early detection and for taking ownership of your own diagnosis.
From the 48th floor of 9 West 57th, four miles north. An account of the day, the roll call that ran past midnight, and the colleagues who did not make it home.
Deposits are more volatile, more concentrated, and more rate-sensitive than at any point since the 1980s. What examiners now expect on ratios, stress testing, intraday readiness, and collateral.
