INSIGHTS

Caracal Global publishes original analysis on globalization, American politics, and the communications challenges facing global business.

The work is written for Fortune 1,000 executives, private equity operating partners, founders, and the broader community of senior leaders navigating a volatile world. Published frequently, with occasional rapid-response pieces when the moment demands it.

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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

Get this on your reading list | War in the Smartphone Age: Conflict, Connectivity, and the Crises at Our Fingertips

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The world you planned for this year doesn't exist

Get this on your reading list | A Brief History of Intelligence

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The Hormuz calculation your board hasn't made

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No war. No peace.

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2026 NFL Mock Draft | First Round

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Canada just assembled a trade war cabinet

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I drove into a geopolitical case study. Here is what I saw in Ireland.

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Five datapoints connected

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The strategic failure of more

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