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Digital Shōsha: How America Could Rebuild Its Industrial Trade Infrastructure
Erebor positions itself as a test case for linking finance, technology, and production
Jul 12
•
Nicolas Colin
8
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Digital Shōsha: How America Could Rebuild Its Industrial Trade Infrastructure
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2
Late-Cycle Investment Theory: 10 Recent Snapshots
From AI to money to energy, late-cycle dynamics are reshaping everything
Jul 5
•
Nicolas Colin
16
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Late-Cycle Investment Theory: 10 Recent Snapshots
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June 2025
Financial Repression Isn't What It Used To Be
When rich countries act poor, something fundamental has shifted
Jun 25
•
Nicolas Colin
7
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Financial Repression Isn't What It Used To Be
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After the Global Factory
How Apple mastered global manufacturing—and why that era is ending
Jun 18
•
Nicolas Colin
9
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After the Global Factory
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The End of Private Equity's Golden Age
Why the next chapter will look nothing like the last
Jun 11
•
Nicolas Colin
12
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The End of Private Equity's Golden Age
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Late-Cycle Investment Theory
The foundation for the coming decade
Jun 6
•
Nicolas Colin
41
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Late-Cycle Investment Theory
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8
May 2025
“China and America: The Error Bounds Are Larger Than We've Seen in Decades”: An Interview with Jordan Schneider
Drift Signal #256
May 21
•
Nicolas Colin
5
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3
1:04:48
April 2025
Outmanufactured: How China Leapfrogged the West
Drift Signal #255
Apr 23
•
Nicolas Colin
55
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Outmanufactured: How China Leapfrogged the West
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7
“Crypto will have won when you use blockchain without knowing it”: An Interview with Marieke Flament
Drift Signal #254
Apr 9
•
Nicolas Colin
4
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“Crypto will have won when you use blockchain without knowing it”: An Interview with Marieke Flament
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3
March 2025
Europe Must Build: A Strategic Reset
Drift Signal #253
Mar 26
•
Nicolas Colin
27
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Europe Must Build: A Strategic Reset
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10
“Let Startup Nation Go to War”: An Interview with Amir Mizroch
Drift Signal #252
Mar 12
•
Nicolas Colin
12
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“Let Startup Nation Go to War”: An Interview with Amir Mizroch
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February 2025
The ESL Way: A Cold War Playbook for Modern Defence
Drift Signal #251
Feb 26
•
Nicolas Colin
9
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The ESL Way: A Cold War Playbook for Modern Defence
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