The 2024 Election Supercycle: What 70 National Elections Mean for Global Business Strategy
More people voted in 2024 than in any year in history. The results are reshaping trade relationships, regulatory environments, and geopolitical alignments simultaneously.
China’s Economic Coercion Playbook: A Pattern Recognition Guide for Canadian Executives
From Australian barley to Lithuanian goods to Canadian canola — Beijing’s coercion toolkit is well-documented. The question is whether your board has mapped your exposure.
Middle East Escalation and the Oil Price Ceiling: What the Market Is Mispricing
Markets are treating the current Middle East conflict as a contained event. History suggests this is a dangerous assumption. Here is what the energy price models are missing.
The Arctic Is Not a Metaphor: Why Canada’s Northern Sovereignty Is a Corporate Governance Issue
As Russia and China increase Arctic activity, the governance vacuum in Canada’s north is becoming a material risk for resource companies, infrastructure investors, and financial institutions.
Democratic Backsliding Is a Business Risk: A Framework for Boards That Are Still Ignoring It
When institutions weaken, contracts become less reliable, regulations more arbitrary, and markets less predictable. This is not a political opinion — it is a risk management reality.
The Tariff Trap: Why the New Protectionism Will Hurt the Countries That Embrace It Most
CUSMA at Risk: What a Second Trump Term Means for Canadian Trade Policy
The renegotiation of CUSMA is no longer a hypothetical. Canadian executives need a contingency framework now, not after the announcement.
NATO’s Credibility Problem: Why the Alliance’s Deterrence Posture Is Being Tested in Ways That Matter to Business
The renegotiation of CUSMA is no longer a hypothetical. Canadian executives need a contingency framework now, not after the announcement. The renegotiation of CUSMA is no longer a hypothetical. Canadian executives need a contingency framework now, not after the announcement. The renegotiation of CUSMA is no longer a hypothetical. Canadian executives need a contingency framework […]
The Energy Transition Is a Geopolitical Event: What Boards Are Missing About the Race for Critical Minerals
The Tariff Trap: Why the New ProtectionismWill Hurt the Countries That Embrace It Most
The political logic of tariffs is seductive — protect jobs, punish rivals, project strength. But the economic and geopolitical reality is far more complex. As the US, EU, and China race toward economic nationalism, the collateral damage will fall hardest on the middle powers — including Canada — that built their prosperity on open trade. This is a framework for understanding what comes next.