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The Shifting Tides of Global Capital
Deep, original analysis on finance, macroeconomics, geopolitics, and the cross-currents shaping our world. Independent thinking, for independent minds.
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AI & Tech
The AI Student Who Never Paid Tuition
Anthropic says Chinese labs ran 24,000 accounts through Claude for 16m answers. What AI distillation is, why export controls can't stop it,…
August 1, 2026 AI & TechThe Cheapest Brain Wins
The same AI task costs $35 on OpenAI and $1.30 on DeepSeek. Why Chinese AI is so cheap, who's already switching, and…
July 19, 2026 AI & TechEveryone Buried Nokia Too Early
Nokia lost the smartphone war but may have won the next one. Inside its $1B NVIDIA deal, AI-RAN, 20,000 patents, and the…
July 11, 2026Explore Nitikos
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Nitikos is exactly what independent analysis should look like: rigorous, evidence-based, and unafraid of a real argument. Shreya Meher doesn't chase headlines, she builds a case and defends it, checking the numbers rather than the vibe. I came to the site with no background in finance, and I still found it clear, credible and genuinely thought-provoking. If you want writing that makes you think rather than writing that tells you what to think, start here.