Geninnov

Macro Policies

Tracking macro shifts in global power, trade dynamics, and policy-driven innovation.

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

September 6, 2026

All In A Day's Reading

In a clickbait style: we list ten interesting things we read, with the tenth one being the most interesting

August 30, 2026

The earnings number that moves the stock is increasingly the one nobody can quite show you.

August 26, 2026

100 Signs of Silicon Shock

We are in the midst of fast-widening, macro-affecting price and shortage shocks being underestimated by both optimists and pessimists