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Everything I've written.
Research on markets, policy, IPOs and the occasional rabbit hole. Every piece opens right here as the full PDF.
The American NightmareUnpacking the recent suspensions in the US PERM labour-certification programme — and who gets caught in the middle.
Who Actually Makes Money?Reading SEBI's FY25-26 annual report to answer the question every F&O trader avoids.
There Will Be BurnA clear-eyed look at the proposed Anthropic IPO — the growth, the spend, the price.
Buying the Front DoorNvidia's $12.93bn purchase of Hugging Face — and whether owning where developers pick their models makes open-source AI Nvidia's.
The Swoosh UnwoundThe collapse of Nike's stock and its slipping grip on the sneaker industry.
The 88 Hour ProofThe Navier–Stokes breakthrough and what it signals for the AI landscape.
The Closing Auction SessionA brief on SEBI's newly introduced closing auction session and what it changes for price discovery.
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