Bitcoin’s Invisible Hand: How Crypto Is Siphoning Risk Capital, Dampening Inflation, and Keeping the Dollar Too Strong
A New Type of Economic Gravity Every financial era has its invisible force. In the 1980s, it was deregulation; in the 1990s, globalization; in the 2010s, quantitative easing. Today, that…
The Transatlantic Campaign: Napoleon’s Playbook for Smurfit–Westrock–Mondi
Smurfit WestRock’s best rerating case isn’t more box plants. It’s portfolio surgery and a European partner. Smurfit WestRock has a prestige asset it doesn’t really need: U.S. solid bleached sulfate…
“Sue the Forest Lords: Why Metsä Board Belongs in a U.S. Courtroom”
There’s a scam hiding in plain sight in Finland. Metsä Board, a paperboard company with mills worth billions, tells the world it’s a paragon of “sustainability.” It flaunts its Environmental,…
Clearwater’s Utilization Hangover: When 83% Feels Like Rock Bottom
The Dream That Collided with Math Clearwater Paper loves to tell you it’s the independent giant killer of North American paperboard. The numbers sound heroic: 14% share of a 10…
Smurfit WestRock’s Next Great Leap: From Debt to China’s Box Boom
Sometimes you don’t just trim the fat. Sometimes you swing the axe. For Smurfit WestRock, that moment is right now. This is the world’s biggest packaging company. It was born…
For Debt-Laden Paper Giants, Deflation Looms as the New Existential Threat
The paper and packaging industry has weathered recessions, trade wars, and inflation shocks. But a quieter, more insidious threat is forming: deflation. For companies that depend on steady volumes and…
Sappi Is Stuck in 1985. Mondi Is the DeLorean.
The paper maker is trapped in a bygone era of glossy magazines and catalogs. Only Mondi has the horsepower to take it back to the future. Sappi today looks like…