AI & Technology
AI Is Concentrating Capital Faster Than Markets Realize
Compute infrastructure is becoming the new balance-sheet core, concentrating returns, bargaining power, and geopolitical leverage in fewer hands.
May 17, 202618 min read
Archive
Research Archive
A selective archive of SwissCapital.news essays on capital, technology, geopolitical systems, and structural change.
Systems
The Quiet Return of Industrial Policy
States are re-emerging as long-horizon capital allocators in strategic sectors, with consequences for returns, competition, and alliance structures.
May 10, 202614 min read
Risk
Why Trust Is Becoming a Financial Premium
Institutional credibility is increasingly priced as economic infrastructure in an era of fragmentation, sanctions risk, and policy volatility.
May 3, 202612 min read
Geopolitics
Political Capital Flows and the Incentive Economy
Capital increasingly follows incentive design rather than declared ideology, requiring a more structural reading of policy and disclosures.
April 28, 202613 min read
Capital
The New Geography of Strategic Capital
AI, energy, semiconductors, defense, and logistics are reconfiguring where long-horizon capital can compound with acceptable systemic risk.
April 21, 202614 min read