Strategic thinking across finance, transformation & the wider world
Finance, technology, civilisations, physics. The pattern is always the same. Pieces appear here as they are finished — not on a schedule.
The principle is right. The world has changed. The methodology must follow. A diagnosis of why ESG built for 2004 capital cannot govern 2026 capital — and what the architecture that can looks like.
201 vessels crossed the Strait of Hormuz in March 2026. In peacetime, 120 cross every single day. Three first principles held for 338 years. In 2026, all three failed. And nobody rebuilt.
A five-part series on deterministic logic as design flaw in financial infrastructure. The infrastructure itself is the risk.