Apr 15, 2026
The ceasefire has not collapsed. It has transformed.
Apr 8, 2026
What the Two-Week Ceasefire Means and What It Does Not
Apr 1, 2026
The War's Duration Gap Just Became the Planning Variable That Matters Most
Mar 25, 2026
Iran Just Appointed a Hardliner. Plan Accordingly.
Mar 18, 2026
The People Who Could Negotiate Peace Are Being Eliminated One by One.
Mar 11, 2026
Board Brief #6 | Oil whipsaws from $120 to $89 on IEA reserve proposal. CPI at 2.4% is the last clean read. 92,000 jobs lost. Private credit contagion spreads. Insider threat sentencing tomorrow.
Mar 4, 2026
Anthropic held its ethical red lines. The Pentagon designated it a national security risk. OpenAI stepped in. Every board with an AI vendor relationship or a government contract needs to understand what just changed.
Feb 25, 2026
The IEEPA ruling invalidated half of all tariff revenue. The replacement expires in 150 days. Three scenarios your board should be stress-testing now.
Feb 18, 2026
56% of CEOs report no returns from AI investments. At what point does continued spending without results cross the line from patient capital to governance failure?
Feb 11, 2026
The 44-point gap between AI adoption and oversight is becoming a fiduciary problem. Plus: NY's data center moratorium, the memory crisis hitting AI budgets, and proxy season under siege.