The Watchtower
The Arithmetic of Foresight
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Plastic - The Material That Will Not Leave
Why the market is looking at the wrong end of the barrel—and how a wall of back-end regulation is re-pricing the world’s most permanent commodity. Talisman Advisors © 2026 The Rotterdam Filter Just after midnight on the edge of Rotterdam, a sorting line runs under white light
Where Europe should win next
Old people, new grids, retiring machines, rising water, arriving robots, rails and rules — Europe's next big markets are in plain sight. The recipe for a winning start is clear. Talisman Advisors © 2026 Kalundborg is a town of sixteen thousand people on a fjord in western Zealand, an hour
Where’s the money in AI?
AI - The biggest listings in history, and the puzzle of profitability © Talisman Advisors 2026 Two weeks ago, the public stock market accelerated its path to being dominated by AI. Elon Musk’s SpaceX entered the stock market at a valuation of $1.75 trillion and almost immediately hit a valuation
Read the Hand Before the Numbers Do
Reading the cards on leadership On the evening of 26 May 2026, BP's board turned its chairman's cards over. Albert Manifold had held the seat ten months, brought in to run a reset and backed by the activist investor whose pressure had forced it. The board