Notes on AI, macro, and what the finance function becomes next — written by someone who has to close the books either way. New letters land here.
An interactive model of USD/INR across its whole plausible range — what each level does to gold, the Nifty, inflation and property, and why the same exchange rate means three different things depending on why it got there.
Read → Aug 2026Strong against currencies, already devalued against gold — both at once. The mechanism everyone suspects is real; it just isn't the printing press. A briefing on debt-management engineering, breakevens, and the stablecoin bid.
Read → Aug 2026Twenty-one indicators across four systems, ordered by what breaks first — each with the level that would trip it, and a log to keep your own readings. The bond market is signalling; nothing else is.
Read → Aug 2026Every finance person keeps their job, their mailbox, and their signature. A working paper on copilots behind each desk: shared memory, inherited entitlements, decisions before drafts — and design against approval theatre.
Read → Jun 2026The AI-2027 scenario made concrete, dated predictions about what AI would be able to do. A working finance function turns out to be a decent place to test them — here's what actually shipped.
Read →Portfolio company, manufacturer, or global capability centre — reach out. Search firms & CFO offices: conversations in confidence, full CV on request.