Pillar
Money & Security
Follow the chokepoints
3 stories1 elevated signalsUpdated daily
Date
Threat level
Money & SecurityMedium
Why chips are the new oil — and where the analogy breaks
Everyone says semiconductors are the 21st century's oil. The truth is more interesting.
44d ago 3 min
Money & SecurityLow
Defense stocks: what the rally is actually pricing in
European defense indices have outperformed for two years. A sober look at what's priced in.
44d ago 3 min
Money & SecurityHigh
Five supply-chain chokepoints to watch this year
Straits, canals and single-source materials — the short list of places where the world economy can be squeezed.
46d ago 4 min Map