Geninnov

Macro Policies

October 22, 2025

The Cassandra Cascade: On the Industrialization of Fear

History's lens distorts, not clarifies. From South Sea Bubbles to TMT, past patterns empower demagoguery more than analysis, as our piece playfully shows.

October 12, 2025

In the World of No Ideological Policymaker

For investors fearing the reckoning, remember: the modern policymaker doesn’t cleanse; they curate belief to keep the system afloat.

September 7, 2025

Notionality of the Nominal Flood

A retro piece at the paradox powering this boom: immense nominal growth, including in spaces where real volumes falter

Of a World That Cannot Afford the Wealth Destruction Aftermath

The rising cost of equity (or falling valuations) is far more important than falling cost of risk-free debt

Articles on innovation

Our Latest Articles

October 22, 2025

The Cassandra Cascade: On the Industrialization of Fear

History's lens distorts, not clarifies. From South Sea Bubbles to TMT, past patterns empower demagoguery more than analysis, as our piece playfully shows.

October 15, 2025

Four Sayings and a Diurnal

An exploration of tech's competing narratives—of doom and boom, stars and systems—viewed in the festive light of Diwali to find the quiet truth in the middle

October 12, 2025

In the World of No Ideological Policymaker

For investors fearing the reckoning, remember: the modern policymaker doesn’t cleanse; they curate belief to keep the system afloat.