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The Velocity of Money3:49
3:49

The Velocity of Money

How fast a dollar moves through the economy is as important as how many dollars exist. A short walkthrough of the velocity equation (nominal GDP divided by money supply), why velocity rises when confidence is high and collapses in crises, and why a doubling of the money supply during 2008–2015 quantitative easing produced almost no inflation - because velocity fell faster than the supply grew.

Learn Investing7 takeaways

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UFORCE raises $700M at $6B valuation in 2026 defence round
MAJOR

UFORCE raises $700M at $6B valuation in 2026 defence round

UFORCE (UK/Ukraine) raised a $700M Series A at a $6B valuation, co-led by Valor Equity Partners and the UK National Wealth Fund, to scale autonomous maritime, aerial and ground defence systems.

Funding5 min read
What Is Deleveraging?5:51
5:51

What Is Deleveraging?

Borrowing fuels expansion. Paying it back drags it. A short walkthrough of leverage as debt relative to income, the four ways an economy can deleverage (income, asset sales, default, inflation), why the process is inherently deflationary, and why the 2008 cleanup took more than seven years even with massive government intervention to soften it.

Learn Investing8 takeaways
Modine (MOD) Jumps 26% on Samsung Takeover Talks
MAJOR

Modine (MOD) Jumps 26% on Samsung Takeover Talks

Modine Manufacturing shares rose about 26% on Friday after Bloomberg reported that Samsung Electronics is in talks to acquire the data-center cooling maker.

MOD005930.KS
Business & Earnings5 min read
What Is Deflationary Deleveraging4:30
4:30

What Is Deflationary Deleveraging

Deleveraging is hard. Deflationary deleveraging is the worst version of it - a self-reinforcing loop where falling prices make existing debt heavier, forcing more cuts, which push prices down further. A short walkthrough of why fixed-nominal debt is poison in a deflationary environment, why savers win and debtors lose, and why Japan spent two full decades trying to climb out of one of these.

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What Is a Beautiful Deleveraging6:56
6:56

What Is a Beautiful Deleveraging

Most deleveragings are ugly. A small number are something Ray Dalio calls 'beautiful' - debt burdens fall, growth keeps running, employment holds, and inflation stays moderate. A short walkthrough of the four simultaneous policy moves required to engineer one (austerity, restructuring, monetary easing, fiscal support), why the composition of demand has to shift while the level holds, and the rare historical cases where it actually worked.

Learn Investing8 takeaways
Trump-Putin-Xi Shenzhen Summit: Beijing Hesitates
MAJOR

Trump-Putin-Xi Shenzhen Summit: Beijing Hesitates

Moscow and Beijing are working on a possible Trump-Putin-Xi meeting at APEC in Shenzhen on November 18-19, but Xi has not committed to the three-way format.

Geopolitics6 min read
April 2026 AI Arms Race5:00
5:00

April 2026 AI Arms Race

Pomegra's April 2026 weekly insights video on the accelerating AI arms race - model launches, hyperscaler capex, sovereign AI initiatives, and what each shift means for portfolios and the broader market.

AI Market Insights

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