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Oliver Buchannon
Kevin Saa
Geopolitical Truces, Space-Age Capital, and the Structural Shift in Global Asset Management

Jun 12, 2026

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23 min read

Geopolitical Truces, Space-Age Capital, and the Structural Shift in Global Asset Management

Kevin Saa
Kevin Saa

Last Tick

The Geometry of the Post-Blockade Energy Market

Jun 11, 2026

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22 min read

The Geometry of the Post-Blockade Energy Market

Kevin Saa
Kevin Saa

Last Tick

Geopolitical Shocks Meet the Mega Cap Capital Avalanche

Jun 10, 2026

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16 min read

Geopolitical Shocks Meet the Mega Cap Capital Avalanche

Kevin Saa
Kevin Saa

Last Tick

The Multi-Trillion Dollar Liquidity Drain of the Generative Frontier

Jun 9, 2026

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20 min read

The Multi-Trillion Dollar Liquidity Drain of the Generative Frontier

Kevin Saa
Kevin Saa

Last Tick

The K Shaped Trajectory of Wartime Macroeconomics

Jun 8, 2026

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17 min read

The K Shaped Trajectory of Wartime Macroeconomics

Kevin Saa
Kevin Saa

Last Tick

Strong Payrolls and Escalating Geopolitical Clashes Trigger Violent Capital Repricing

Jun 5, 2026

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16 min read

Strong Payrolls and Escalating Geopolitical Clashes Trigger Violent Capital Repricing

Kevin Saa
Kevin Saa

Last Tick

The Infrastructure Bottleneck Demanding a Structural Reassessment of the AI Premium

Jun 4, 2026

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18 min read

The Infrastructure Bottleneck Demanding a Structural Reassessment of the AI Premium

Kevin Saa
Kevin Saa

Last Tick

Warsh’s Black Box and the Threat of Structural Volatility

Jun 3, 2026

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23 min read

Warsh’s Black Box and the Threat of Structural Volatility

Kevin Saa
Kevin Saa

Last Tick

The AI Capital Shock and the Friction of Physical Limits

Jun 2, 2026

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17 min read

The AI Capital Shock and the Friction of Physical Limits

Kevin Saa
Kevin Saa

Last Tick

Geopolitical Reprieve Collides With Structural Manufacturing Inflation

Jun 1, 2026

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17 min read

Geopolitical Reprieve Collides With Structural Manufacturing Inflation

Kevin Saa
Kevin Saa

Last Tick

The Volatility Paradox and the New Architecture of Private Capital

May 29, 2026

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11 min read

The Volatility Paradox and the New Architecture of Private Capital

Kevin Saa
Kevin Saa

Last Tick

The Price of De-escalation and the Risk of Sticky Inflation

May 28, 2026

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17 min read

The Price of De-escalation and the Risk of Sticky Inflation

Kevin Saa
Kevin Saa

Last Tick

Chokepoints and Climate Instability Lock In Structural Global Inflation

May 27, 2026

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23 min read

Chokepoints and Climate Instability Lock In Structural Global Inflation

Kevin Saa
Kevin Saa

Last Tick

Middle East Conflict Tests Capital Market Resilience Near Records

May 26, 2026

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15 min read

Middle East Conflict Tests Capital Market Resilience Near Records

Kevin Saa
Kevin Saa

Last Tick

Why a Reopened Strait of Hormuz Won't Salvage Sovereign Debt

May 25, 2026

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6 min read

Why a Reopened Strait of Hormuz Won't Salvage Sovereign Debt

Kevin Saa
Kevin Saa

Last Tick

Global Fixed Income Reprices as Central Banks Reopen the Hike Narrative

May 22, 2026

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15 min read

Global Fixed Income Reprices as Central Banks Reopen the Hike Narrative

Kevin Saa
Kevin Saa

Last Tick

The Revenge of the Physical Economy in an Artificial Intelligence Age

May 21, 2026

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12 min read

The Revenge of the Physical Economy in an Artificial Intelligence Age

Kevin Saa
Kevin Saa
AI Capital Expenditure and Energy Shocks are Restructuring the Neutral Rate

May 20, 2026

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9 min read

AI Capital Expenditure and Energy Shocks are Restructuring the Neutral Rate

Kevin Saa
Kevin Saa

Last Tick

Surging Long Dated Yields Threaten Expensive Equity Market Allocations

May 19, 2026

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15 min read

Surging Long Dated Yields Threaten Expensive Equity Market Allocations

Kevin Saa
Kevin Saa
Strait of Hormuz Gridlock Hardens as Washington and Tehran Reject Terms

May 18, 2026

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15 min read

Strait of Hormuz Gridlock Hardens as Washington and Tehran Reject Terms

Kevin Saa
Kevin Saa

Last Tick

Inflation Fears Trigger Systemic Disruptions in Sovereign Bond Plumbing

May 15, 2026

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24 min read

Inflation Fears Trigger Systemic Disruptions in Sovereign Bond Plumbing

Kevin Saa
Kevin Saa

Last Tick

Beyond 7,500: Chasing AI Momentum Amidst a Geopolitical Thunderclap in Beijing

May 14, 2026

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7 min read

Beyond 7,500: Chasing AI Momentum Amidst a Geopolitical Thunderclap in Beijing

Kevin Saa
Kevin Saa

Last Tick

Tech Executives Join Trump in China as Markets Defy Resurgent Wholesale Inflation Data

May 13, 2026

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8 min read

Tech Executives Join Trump in China as Markets Defy Resurgent Wholesale Inflation Data

Kevin Saa
Kevin Saa

Last Tick

Inflation Surges and Tech Stocks Tumble as the Senate Confirms New Fed Leadership

May 12, 2026

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8 min read

Inflation Surges and Tech Stocks Tumble as the Senate Confirms New Fed Leadership

Kevin Saa
Kevin Saa
Global Markets Face Inflation Risks as the Iran Deadlock Drives Oil Prices Higher

May 11, 2026

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7 min read

Global Markets Face Inflation Risks as the Iran Deadlock Drives Oil Prices Higher

Kevin Saa
Kevin Saa
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