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Insights.

Caracal Global publishes original analysis on globalization, American politics, and the forces reshaping how global business is understood.

Written for leaders navigating a volatile world, the analysis that helps you make sense of what's happening and talk about it with authority. Published frequently, with rapid-response pieces when the moment demands it.

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The AI backlash and how to talk about it. (1).png

How do you build a gigawatt in a town of 2,200?

The AI backlash and how to talk about it.

The AI backlash and how to talk about it.

The AI backlash is widely framed as a political and regulatory threat. The real exposure falls on companies that deployed AI without communicating it to employees, customers, and regulators. How leaders should communicate before the narrative hardens into rules they didn't help write.

Getting the PM job is not the finish line. It is the starting line..png

Getting the PM job is not the finish line. It is the starting line.

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10 years, 7 PMs, and the lesson nobody in Britain learned

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The Sporting Caracal Global | June 20, 2026

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When politics cancels commerce

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The Communicating Caracal Global | June 19, 2026

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Cool is a mindset, not something you can copy

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The song I have played for 40 years

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Thinking through Anthropic and export controls

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The Sporting Caracal Global | June 13, 2026

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Catch the wave, don't build the wave

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The Communicating Caracal Global | June 12, 2026

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Apple just told you where the value went

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A finished bridge, held hostage by a grievance

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How do you build a gigawatt in a town of 2,200?

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Two firms read the same filing and priced it a trillion dollars apart

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The Communicating Caracal Global | May 29, 2026

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The discipline behind spreading an idea

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MI5 and US Soccer made the same mistake

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The Sporting Caracal Global | May 23, 2026

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Google found its wartime generals with an agentic turn

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The Knowledge meets the algorithm

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24 books on China that global executives should read

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Trump's poor hand for dealing with Xi

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The Sporting Caracal Global | May 9, 2026

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Team Trump is picking the winners and the losers

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2Bobs on Brigadoon

Sound More Interesting at Cocktails Memo | May 3, 2026

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