The Geopolitical Economist (Medium) • 28th November 2025

AI is handling bank loans. Regulators are Lagging Behind

AI is handling your bank loan. Regulation is lagging behindThe AI bubble is expanding, and banks are transitioning to fintech faster than regulatory bodies are able to keep up.The real fight isn’t the capital but the algorithms running the bank credit loans that aren’t being audited.Consumer credit, like Upstart and Zest AI, and mortgages, like Fannie Mae’s automated desktop underwriters, are using types of algorithmic scoring and machine learning tools in order to provide financial servicing.Th...

Investing.com • 3rd November 2025

Are Tokenized Treasuries Becoming Crypto’s Most Important Type of Asset? | Investing.com

U.S. Treasuries, or government bonds, moving "on-chain"—that is, recorded and transferred using blockchain ledger technology—represent the next stage of real-world digital asset adoption. "Tokenized" in this context means converting the ownership of these assets into a digital token that exists on a blockchain network.As big bulge bracket banks are looking to adopt more and more crypto within their asset class, tokenized U.S. treasuries are growing. While it remains relatively small compared to...

The Geopolitical Economist (Medium) • 28th November 2025

Basel III Endpoint Can’t Price Intellectual Ideas, and US Banks will Fall Behind

Much of the discourse surrounding the Basel III Endgame capital proposal is centered on whether the increase in capital requirements would make banks safer or put a chokehold on lending.The debate is familiar. Regulators crack down on safety. Banks worry about their credit tightening. Lobbyists swoop in to fill the gap.Each side is arguing on a framework that is frankly in the past. The entirety of Basel’s logic and its vouch for risk and safety doesn’t really apply to the current state of AI an...

Investing.com • 15th October 2025

Brent Futures Curve Flattens as Black Sea Conflict Reshapes Oil Outlook | Investing.com

Given the current events in Ukraine/Russia in the Black Sea, geopolitical volatility is no longer just a short-term price effect but a long-term factor shaping oil market pricing and investor outlook.The global oil market handles geopolitical flare-ups much like aftershocks. The Gaza-Israel ceasefire, Ukrainian drone attacks on West Siberian oil refineries, or international sanctions typically send future contract prices soaring.This is where backwardation happens; long-term supply encourages pr...

CohortNews • 30th October 2025

Compounding Pharmacies, Telehealth Startups Target 'Grey Market' for Popular Weight Loss Drugs

By Priya Batchu
Seeking to capitalize on the massive success of weight loss drugs like Ozempic, some compounding pharmacies and telehealth startups are offering compounded GLP-1–based products, a "grey market" that has attracted lawsuits from pharmaceutical giants and raised regulatory concerns.

Current companies like Biogen and Eli Lilly are focusing on the next round of their medications, including oral pills and strategies to help preserve lean muscle mass. 

Early in the GLP-1 hype, users re...

Investing.com • 17th November 2025

Exxon Mobil Earnings Stability Supported by Guyana and Permian Output | Investing.com

In the third quarter of 2025, Exxon Mobil reported earnings of $7.5 billion, which increased from $7.1 billion as the Guyana and Permian Basin record production helped offset crude prices. Their earnings per share (EPS) were $1.76, and they had a $14.8 billion cash flow from operations.To shareholders, they received back $9.4 billion through buybacks and dividends. Exxon raised its 4th quarter dividends to $1.03 per share.Exxon’s CEO, Darren Woods, says that despite timid prices, the company con...

The Geopolitical Economist (Medium) • 25th January 2026

How the Clean Energy Boom Locked the World Into China’s Mineral Supply Chain

The global race to decarbonization, driven by targets such as electric vehicles (EVs) and a shift away from fossil fuel infrastructure, is at a critical bottleneck: midstream mineral processing.You may see media headlines focusing on Lithium and where other rare earths are mined, but a true vulnerability lies in the process of refining such minerals.In late 2025, China dominated this midstream.Rare earths, as you know, are pretty crucial for wind turbines and EV magnets, as well as battery anode...

SOF News • 13th January 2026

Information Advantage in the Indo-Pacific | SOF News

The 1st Theater Information Advantage Detachment (TIAD) originated at Fort Shafter, Hawaii, on November 7, 2025. The 65-soldier Unit reflects the Army’s aim to operate in the information and cognitive domains. The purpose of the 1st TIAD is to enable the U.S. Army Pacific Commander to gain and maintain a strategic advantage through information dominance in the Indo-Pacific region.

CohortNews • 25th November 2025

PJT Partners Earnings Exceed Analysts' Expectations

By Priya Batchu

PJT Partners Inc., a leading global advisory investment bank, announced third quarter earnings that exceeded expectations, citing sustained investments across the firm's businesses.“Our firm delivered very strong results, with Revenues, Pre-tax Income and EPS all reaching record highs for both the three and nine-month periods as the significant investments we have made over an extended period of time continue to bear fruit," Paul J. Taubman, Chairman and Chief Executive Officer...

The Geopolitical Economist (Medium) • 19th October 2025

Saudi Arabia Sets Hard Price Ceiling on Crude, Shifts from Price Defense Strategy

Saudi Arabia used to be the oil market’s so-called “price hawk,” setting high price floors on Brent Crude Oil by going for $80-$100 a barrel. However, the kingdom has called it quits.The global crude oil market is undergoing a predictable shift due to the OPEC+ coalition with Saudi Arabia’s developing strategy. Investors knew the kingdom would eventually stop sacrificing its own market share to keep prices high. The pivot from a Price Defense Strategy to a Market Share Defense strategy effective...