Sunday Executive Summary Every Moat You Make: Structure Beats Scale, Returns Compound Structure, not scale, determines valuation, capital access, and resilience as oversupply, policy volatility, and higher rates punish complexity yet reward clarity, focus, optionality, disciplined execution, September 14, 2025 No Comments
Global Market Analysis Every Breath You Inflate: China’s Deflation, America’s Sticky Situation General Thoughts: Inflation divergence, steady USD/CNY, cheaper crude, and falling freight rates amplify China’s pricing power, compressing Western margins as outperformers prioritize corridor hedging, agility, September 11, 2025 No Comments