Geninnov

Macro Policies

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

On Counting Raindrops While the Flood Rises

Sharpe teaches us to tame the chop, not trace the current. In boom times, we pray the wavelets don’t blind us to the approaching wall.

Keeping Up with Tech When Words Begin to Fail

A discussion on utilities and trappings of terms with no meanings and laws with fancy names projecting where the world is headed

Of Memory and Monopolies: The Market’s Unrecognized Winds of Change

A mega-cap mentionable alongside NVIDIA: triple-digit growth, AI-critical tech, and trading at a mid single-digit P/E (no typo)