Deep dives into economics, finance, and business strategy. Interactive data analysis, financial modeling, and evidence-based insights from my analytical learning journey.
Currently exploring the intersection of AI partnerships and business transformation
What happens when cutting-edge technology moves faster than the accounting rules designed to measure it? An analysis of Microsoft-OpenAI, Amazon-Anthropic partnerships revealing circular revenue flows, impairment risks, and regulatory pressure.
Read Full Analysis →How I approach complex business and economic questions through structured analysis
Starting with curiosity about how things actually work, not how they're supposed to work. Every analysis begins with "but why?" and "what if?"
Let the evidence guide the story. I gather data first, look for patterns, then build frameworks to explain what's happening.
Transparent methodology and honest uncertainty. I document the thinking process, not just the conclusions, including what I don't understand.