Signal

Insights

Everything else that matters — the shifts businesses need to see coming.

Insights

2026

Run three credible methods on one company and they can disagree — the spread is the point.

Most firms put AI where the juniors were and kept review on top — the wrong way round.

Cash pooling, funding, guarantees, currency — treasury sets them, tax inherits the price.

Land-sale revenue has halved and the campaign against individuals is working — companies next.

If this connects to something you’re working through, let’s talk it through properly.