Far Point Global

08/13/2026

On July 29, the SEC didn't deregulate data-center bonds. It told the market those rules had never applied in the first place, and to Wall Street, that is worth more than repealing them. Is this '08 all over again? The cost of per token tanks. But the rent stays the same. That's not a good recipe.

08/12/2026

Waymo Isn't Dodging the Chinese EV Tariff — It's Paying It Twice Over

A clip of roughly five hundred Waymo Ojais staged in a lot in Mesa,...

12/19/2025

Today we break down what’s REALLY happening in Venezuela.

Today we break down what’s REALLY happening in Venezuela.The U.S. naval build-up isn’t just about “democracy” or “narcotics operations” — it’s about oil rese...

12/17/2025

Trump killed 58k manufacturing jobs with his tariff scheme. Jobs that he was supposed to protect. It's not working.

We were promised a manufacturing renaissance.The data tells a very different story.Since January, U.S. manufacturing has lost 58,000 jobs, with auto and auto...

12/16/2025

Jobs Report Is Not Good News

The November jobs report looks fine — but it isn’t. Rising unemployment, slowing wages, and narrow job growth tell a very different story about the real stat...

12/15/2025

“Tariffs didn’t crash the economy — but they didn’t rebuild it either. And that’s the lesson everyone’s missing.”

Trump promised tariffs would rebuild American manufacturing. Economists warned they’d trigger a recession.Both sides got it wrong.In today’s Far Point Global...

12/12/2025

The US seizure of Venezuelan oil marks a turning point in how sanctions are enforced — moving from financial pressure to physical trade interdiction. This shift has implications far beyond Caracas, reshaping risk across global energy, shipping, and geopolitics.

Explore the implications of the Venezuela oil tanker seizure and its impact on global trade and sanctions enforcement.

12/12/2025

Sanctions Without Borders: How the US Is Redefining Economic Enforcement

The US didn’t just sanction Venezuela — it seized oil at sea.This is a major escalation in how sanctions are enforced, turning financial pressure into physic...

12/11/2025

AI Power Domination. Where is the US?

China may be behind on cutting-edge chips — but it’s pulling ahead where it matters most: POWER.Inner Mongolia is turning into a mega-compute hub, Chinese da...

09/18/2025

Poland’s border closure with Belarus has slammed shut 90% of the EU–China rail corridor, stranding €25 billion in annual trade and exposing just how fragile “fast rail to Europe” really is. What was once sold as a symbol of Belt and Road efficiency is now a case study in how politics, not logistics, dictate the future of global supply chains.

Explore how Poland halts China EU trade, impacting the vital rail corridor and stranding billions in goods.