Author: Colin Henderson

Progress in era of productivity
briefing, Geopolitics, Military, NATO
Colin Henderson

IN THE BASKET: CROATIA & SOUTH KOREA With Europe growing wary of Trump, South Korean defence sales are skyrocketing In the basket: 18 Hanwha K239 Chunmoo multiple-rocket launchersWho’s buying: CroatiaWho’s selling: South KoreaPrice: €544.1mDelivery date: 2026 to 2029 Big hit: South Korea makes another arms deal with Europe Croatia’s rocket-launcher capabilities are unquestionably due for an overhaul. The country’s army is still largely making do with the M-92 Vulkan and BM-21 Grad, which are both so ancient that they were designed and built by nations – Yugoslavia and the Soviet Union, respectively – that disintegrated several decades ago. Its choice of replacement – 18 K239 Chunmoo multiple-rocket launchers from … Continue reading

briefing, intel, UK, US

Top US Lobby Firm Had Hidden Ties to Iran, Russia Oil Tycoons

Colin Henderson

 Summarize ​ Qorvis worked for companies that authorities say are overseen by sanctioned kingpins. The firm says it doesn’t take sanctioned money. Ben BartensteinSeptember 10, 2026 at 5:00 AM EDT In early March, as the war in Iran sent oil prices soaring above $100 per barrel, executives at a Washington-based lobbying firm called Qorvis made an unusual suggestion to senior US officials, according to people familiar with the matter: The Trump administration should relax some sanctions on Iran and Russia to help stabilize the market. Within days, the Treasury Department issued short-term waivers allowing the sale and offloading of Iranian … Continue reading Top US Lobby Firm Had Hidden Ties to Iran, Russia Oil Tycoons

Economics, US

MacroPolicy Perspectives,

Colin Henderson

Some highlights from what we have been writing, reading, and talking about in August. Sep 9th 2026 Chair Warsh’s inaugural Jackson Hole speech was viewed as an important step toward rebuilding Fed credibility and setting the stage for a September rate hike, without explicitly committing to one. Warsh emphasized that inflation has remained above the Fed’s 2% target for five years, unemployment remains low and stable, and financial conditions are difficult to characterize as restrictive, suggesting the economy can withstand—and may require—tighter monetary policy. He firmly reaffirmed the 2% PCE inflation target, described the labor market as “quite stable,” and acknowledged … Continue reading MacroPolicy Perspectives,

Canada, Economics, EU

EU and Canada plan far-reaching alliance to strengthen partnership

Colin Henderson

European Commission President Ursula von der Leyen is expected to announce the plans on Sept. 16 EU Commission President Ursula von der Leyen holds a press conference in Nuuk, Greenland, on Sept. 7, 2026. Photo by Mads Claus Rasmussen / Ritzau Scanpix / AFP via Getty Images The European Union and Canada are working toward a new, all-encompassing relationship that will range from trade to security, as the transatlantic partners seek to build a new alliance to offset the global power politics dominated by the U.S. and China. European Commission President Ursula von der Leyen, the top executive of the EU, is expected … Continue reading EU and Canada plan far-reaching alliance to strengthen partnership

AI

**OpenAI on X: "How we think about the “wiki incident,” where our agents wrote

Colin Henderson

More and more I see OpenAI take some kind of a “how could they do this to us ” as opposed to simply accepting accountability. ——– Source X to several internet sites: it’s past time for us to define standards for when and how we share misalignment incidents, not just misalignment properties of our models. Historically, we have treated misalignment largely as … / X** Summarize How we think about the “wiki incident,” where our agents wrote to several internet sites: it’s past time for us to define standards for when and how we share misalignment incidents, not just misalignment … Continue reading **OpenAI on X: "How we think about the “wiki incident,” where our agents wrote

AI

Nvidia’s Huang Urges G20 to Speed AI Adoption as Key to Growth

Colin Henderson

Jensen Huang and Howard Lutnick, right, during a fireside chat at the G20 Innovation Ministerial in Chapel Hill, North Carolina, on Sept. 2. Photographer: Cornell Watson/Bloomberg Read More: Bessent Says China Barred G20 Communique in Imbalances Spat  Nvidia, the world’s most valuable company, is the leading provider of AI accelerators, a key component for training and running artificial intelligence models. Last week the chipmaker projected sales growth of 70% for the next fiscal year, sending its shares on their biggest one-day rally since April 2025. Other top tech executives have joined the two-day event to make similar calls for unfettered development of … Continue reading Nvidia’s Huang Urges G20 to Speed AI Adoption as Key to Growth

intel, Military

SAS chief: Army witch hunts put Britain at risk

Colin Henderson

Special forces recruitment is suffering as result of endless legal actions against soldiers, warns former brigadier Tom CotterillDefence EditorShow biography Published 31 August 2026 9:08pm BST Witch hunts against British special forces put the country at risk from Russia, the head of the association that represents SAS soldiers has warned. Brig Ed Butler, a retired former commanding officer of 22 SAS, said that recruitment into the elite unit was suffering as a result of repeated legal action against its members – weakening its ability to keep the country safe. Mr Butler, the new president of the SAS Regimental Association (Sasra), accused the Government of … Continue reading SAS chief: Army witch hunts put Britain at risk

AI, Business Models, sociology

Ecosystems Revisited: The Pressure Behind The Shift

Colin Henderson

A woman’s mother has a fall. What begins as a medical event becomes, within a week, something considerably larger. There are appointments to arrange and a pharmacy to visit twice a month. Her own working hours change, which changes her income, which changes what she can comfortably cover this month. Transportation turns into a recurring problem rather than a one-time one. Her employer needs to know something about the situation, though not everything. Her insurer needs a different set of facts. The hospital needs a third. Meanwhile her son still has practice on Tuesdays and a school fee coming due. … Continue reading Ecosystems Revisited: The Pressure Behind The Shift

AI

The Next Generation of Quant Investing

Colin Henderson

McKenzie source.   ​ Today’s investment landscape is radically different than it was even a decade ago. Information moves faster, market leadership can shift quickly and investors must contend with everything from earnings reports and regulatory filings to geopolitical developments, shifting supply chains and rapidly evolving narratives around artificial intelligence. For investors, the challenge goes beyond finding and analyzing information. It’s also a matter of knowing what to do with it. As the volume of market data grows, investors are looking for ways to process that information more efficiently and reliably, and they are increasingly considering quantitative approaches to meet … Continue reading The Next Generation of Quant Investing