america

AI, cloud, and new mobility segments are booming but the market may still be undervaluing the upside.

Much has been made of the decline of the US but, from an investment standpoint, America is arguably stronger than it has ever been.

If you can make it here, you can make it anywhere.

In January 2023, I visited management teams from regulated utilities, renewables, and transport players across the Americas.

Today in the AFR I write about the coming of Cold War 2.0 after last week's missive explaining that the only important questions right now revolve around who is...