The arrest and exposure of several American citizens accused of running an influence operation in Greenland has reignited tensions between Copenhagen and Washington, while underscoring just how contested the Arctic has become. What might seem at first glance like a small and unusual scandal on the world’s largest island in fact represents the collision of great power … [Read more...] about Americans Accused of Influence Operation in Greenland: A New Arctic Flashpoint
Naval Pressure, Trump’s Threats, and the Path to Regime Change in Venezuela
The sudden concentration of U.S. naval forces in the Southern Caribbean has triggered alarm in Caracas and stirred speculation among analysts in Washington and beyond. Officially, the Trump administration has framed the buildup as part of an expanded counter-narcotics mission. Warships, a guided missile cruiser, destroyers, an amphibious assault vessel, and even a nuclear … [Read more...] about Naval Pressure, Trump’s Threats, and the Path to Regime Change in Venezuela
Nvidia’s Growth Dilemma: Can the Giant Keep Rising?
Nvidia’s meteoric rise to a multi-trillion-dollar market capitalization has left many investors wondering whether the company has simply grown too large to deliver meaningful returns from here. This concern is not new. Market history is filled with examples of giants that either stagnated after hitting scale or continued compounding by reinventing themselves in the midst of … [Read more...] about Nvidia’s Growth Dilemma: Can the Giant Keep Rising?
Tariffs, Populism, and Political Risk: Could the End of De Minimis Bring Down a Government?
The termination of the de minimis exemption is not just a dry matter of customs law—it carries profound political consequences. For years, millions of Americans, particularly lower-income households, relied on duty-free small packages to buy cheap goods from abroad, whether fast fashion from Shein, household trinkets from Temu, or small electronic gadgets shipped directly from … [Read more...] about Tariffs, Populism, and Political Risk: Could the End of De Minimis Bring Down a Government?
Salesforce’s Growing Risk: Can the Cloud Giant Survive the AI Wave?
Salesforce has long been the poster child for enterprise software. It built the modern SaaS model, scaled relentlessly with acquisitions like Slack, MuleSoft, and Tableau, and entrenched itself as the backbone of customer relationship management. For years, investors treated Salesforce as untouchable: a recurring revenue machine with deep moats across enterprise workflows. But … [Read more...] about Salesforce’s Growing Risk: Can the Cloud Giant Survive the AI Wave?