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Future World

Kazi Mahmood

11 Aug 2021

Solarvest's Margin Test: Navigating China's Export Tax Shock & Record Silver Prices

Solarvest faces a historic "double squeeze" as China cancels key solar export rebates and silver prices skyrocket. We analyze the impact on project costs, margins, and the stock's premium valuation in this critical industry moment.

09 Feb 2026 3 min read

The Defense Tech Gambit: How a Spotify Fortune is Fueling Europe's AI Arsenal

Spotify CEO Daniel Ek is personally funding Europe's AI arms race, leading a €600M round for Helsing. We analyze the stark divide between his music-streaming empire and his private investments in advanced weaponry like AI-targeting systems and combat drones.

08 Feb 2026 2 min read

Japan's 2026 Bond Market Crash: How a Fiscal Gamble Triggered Global Financial Shockwaves

Japan's Jan 2026 bond crash saw 40-year yields surge past 4%, a historic rupture. We analyze the fiscal promises that sparked it, the end of the yen carry trade era, and the severe global contagion that followed.

04 Feb 2026 3 min read

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