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A collection of articles, research, and commentary covering gold, macro trends, and global markets
The Structural Cost of a Closed Branch
Banks are closing branches at a pace that would have counted as a crisis a decade ago, and
John Stone
The Illusion of the Untouched Benefit
The federal government just announced a payment increase to Medicare Advantage insurers worth roughly 13 billion dollars for
John Stone
Where Capital Meets Physical Constraints
Capital is flowing freely into advanced computing and clean energy projects across the sector. The physical systems required
John Stone
The Operational Reality of Modern Retirement
Public narratives treat retirement as a finish line where the hard work ends. Managing capital through decades of
John Stone
The Physical Limits of Digital Growth
Public talk about artificial intelligence focuses on software speed and algorithmic breakthroughs. Behind that narrative, the private operational
John Stone
Enterprise AI and the Return of Operational Discipline
Finance teams are shutting down pilot programs as computing bills outpace measurable returns. The era of open-ended
John Stone
The Hidden Unit Economics of Healthcare's Anchor Institutions
The legacy fee-for-service healthcare model has come under severe pressure from compounding input costs, forcing strategic
John Stone
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