Investment

158 posts

Operational Excellence (OPEX) Daily Briefing – Tuesday, December 02, 2025: Global Leadership Shift in the Commodity Trading Industry: The New Generation Takes Over. Paid

Operational Excellence (OPEX) Daily Briefing – Tuesday, December 02, 2025: Global Leadership Shift in the Commodity Trading Industry: The New Generation Takes Over.

Major energy, oil and gas, and minerals firms are changing leadership at the same time, signaling a generational shift in commodity trading.

Investment 4
Operational Excellence (OPEX) Daily Briefing – Monday, December 01, 2025: New CEO, New Operating System: Lessons from Gunvor Paid

Operational Excellence (OPEX) Daily Briefing – Monday, December 01, 2025: New CEO, New Operating System: Lessons from Gunvor

Commodities giant Gunvor Group is resetting both leadership and ownership. What the change teaches about operating model design.

Investment 3
Operational Excellence (OPEX) Daily Briefing – Friday, November 28, 2025: The Surge in U.S. Bankruptcies: Systemic Warning Signal or a Normal Market Cycle? Paid

Operational Excellence (OPEX) Daily Briefing – Friday, November 28, 2025: The Surge in U.S. Bankruptcies: Systemic Warning Signal or a Normal Market Cycle?

S&P Global Market Intelligence expects US bankruptcy filings to hit a 15-year high, with 655 filings recorded. A systemic warning, or a normal market cycle?

Investment 3
Operational Excellence (OPEX) Daily Briefing – Thursday, November 27, 2025: GenAI Goes Mainstream: Big Tech Accelerates the Global Enterprise Automation Race. Paid

Operational Excellence (OPEX) Daily Briefing – Thursday, November 27, 2025: GenAI Goes Mainstream: Big Tech Accelerates the Global Enterprise Automation Race.

From late 2024 into 2025, generative AI moved from lab experiments to mass-market products, and Big Tech is racing to sell enterprise automation.

Investment 5
Operational Excellence (OPEX) Daily Briefing – Wednesday, November 26, 2025: SoftBank Dumps Nvidia Shares: Is the AI Bubble About to Burst? Paid

Operational Excellence (OPEX) Daily Briefing – Wednesday, November 26, 2025: SoftBank Dumps Nvidia Shares: Is the AI Bubble About to Burst?

Reuters reports SoftBank sold about $5.8 billion of Nvidia shares, one of its largest tech moves. Does it signal an AI bubble?

Investment 2
Operational Excellence (OPEX) Daily Briefing – Tuesday, November 25, 2025: A Senate Move Sends Wall Street Surging: A True Recovery Signal or a Market Illusion? Paid

Operational Excellence (OPEX) Daily Briefing – Tuesday, November 25, 2025: A Senate Move Sends Wall Street Surging: A True Recovery Signal or a Market Illusion?

Markets rallied after a US Senate procedural vote paved the way for a bill to end the prolonged government shutdown. Real recovery or illusion?

Investment 3
Operational Excellence (OPEX) Daily Briefing – Monday, November 24, 2025: Market Risk Cycle: Decoding BofA’s (Bank of America)Warning. Paid

Operational Excellence (OPEX) Daily Briefing – Monday, November 24, 2025: Market Risk Cycle: Decoding BofA’s (Bank of America)Warning.

Bank of America's November 2025 Global Fund Manager Survey shows fund managers sharply raising allocations while positioning becomes a headwind. Decoding the warning.

Investment 2
Operational Excellence (OPEX) Daily Briefing – Friday, November 21, 2025: A 2–3 Year Market Downcycle Ahead: Decoding Market Warning Signals Using the OPEX Framework. Paid

Operational Excellence (OPEX) Daily Briefing – Friday, November 21, 2025: A 2–3 Year Market Downcycle Ahead: Decoding Market Warning Signals Using the OPEX Framework.

Analysts warn US and global stock markets may have peaked and could enter a 2-3 year downturn. Reading the warning through the OPEX framework.

Investment 6
Operational Excellence (OPEX) Daily Briefing – Thursday, November 20, 2025: Verizon Cuts 13% of Its Workforce: A Signal of Major Operational Restructuring. Paid

Operational Excellence (OPEX) Daily Briefing – Thursday, November 20, 2025: Verizon Cuts 13% of Its Workforce: A Signal of Major Operational Restructuring.

Verizon will lay off more than 13,000 employees, its largest restructuring wave in years. What it signals about operational restructuring.

Investment 4
Operational Excellence (OPEX) Daily Briefing – Wednesday, November 19, 2025: A New Era of Aviation Operations. Paid

Operational Excellence (OPEX) Daily Briefing – Wednesday, November 19, 2025: A New Era of Aviation Operations.

NATS, the UK's air traffic service provider, introduced the Intelligent Stand Manager, a digital system to upgrade how airports manage aircraft parking stands.

Investment 3
Operational Excellence (OPEX) Daily Briefing – Tuesday, November 18, 2025: Don’t digitize the chaos: AI Agents Require Operational Readiness Before Deployment. Paid

Operational Excellence (OPEX) Daily Briefing – Tuesday, November 18, 2025: Don’t digitize the chaos: AI Agents Require Operational Readiness Before Deployment.

Before deploying AI agents, assess operational readiness: automating a chaotic process only scales the chaos.

Investment 3
Operational Excellence (OPEX) Daily Briefing – Monday, November 17, 2025: AI-Driven Operational Transformation Doesn’t Start with AI. Paid

Operational Excellence (OPEX) Daily Briefing – Monday, November 17, 2025: AI-Driven Operational Transformation Doesn’t Start with AI.

Fujitsu and AWS Japan announced the Business Creation Lab to drive business value innovation. Why operational transformation doesn't start with AI.

Investment 5