Writing
Everything I've published.
Long-form, first-principles research on the forces moving global markets — energy and geopolitics, central banks, private capital, and the plumbing beneath it all.
The "Shadow" Monetary Policy of Stablecoins: Threats and the Vulnerability of Multi-Issuance Architectures
A multi-trillion-dollar parallel financial system is quietly forming — weakening monetary transmission, and engineering a 1992-style speculative attack waiting to happen at algorithmic speed.
The Ripple Effect: Economic Ramifications of the US–Iran Conflict on Middle Eastern Markets
A blockade of the Strait of Hormuz, a structural LNG shock, the UAE's exit from OPEC, and trillions in repatriated Gulf capital — an anatomy of a regional war's economic aftershocks.
Central Bank Dilemmas: Navigating Interest Rates in a High-Inflation Decade
Caught in a stagflationary trap — the trilemma of credibility, growth, and inflation, and the rising shadow of fiscal dominance in 2026.
The Private Equity Evolution: Value Creation Beyond Financial Engineering
With leverage and multiple arbitrage neutralized by a higher-for-longer regime, alpha must now be manufactured inside the operating company — not harvested from macro beta.