Insights / 03
Selected thinking.
Research themes on investing, Nordic markets, technology and decision systems. We publish selectively; volume is not the objective.
PUBLISHED RESEARCH NOTES
Research notes
China’s Supply Chain Rule Power: From Product Controls to Buyer Compliance?
Evergreen examines whether China may gradually convert its structural position in critical global supply chains into rule-setting power over foreign buyers, importers, and end users.
Could AI Compute Go Through an Infrastructure Bubble?
Evergreen examines whether the current AI infrastructure build-out could follow a conventional capital cycle even if AI creates substantial long-term economic value.
FEATURED RESEARCH THEME
From an AI technology cycle to a capital cycle.
Infrastructure spending, financing, depreciation and capacity may prove as important as model capability in determining who ultimately earns attractive returns.
Research theme.
Why patience is an active decision
Where local knowledge still matters
Building institutional memory without building bureaucracy
Better models are not automatically better systems
Not everything needs to be published. Not everything published needs to be a prediction.