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Author: Siye Desta, CFA

Home > Archives for Siye Desta, CFA

  • War, Stagflation, and the Fallout

    War, Stagflation, and the Fallout

    March 31, 2026

    Operation Epic Fury has created the largest oil supply shock in history, sending Brent crude above $100/bbl and introducing a… Read more

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  • AI CapEx Deluge or SaaS Apocalypse? The Jury Is Still Out

    AI CapEx Deluge or SaaS Apocalypse? The Jury Is Still Out

    February 10, 2026

    Last week on Monday and Tuesday, approximately $300 billion was erased from software and data stocks during the trading sessions…. Read more

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  • Website_Stablecoins

    Stablecoins: The Next Phase of Global Payments and Infrastructure

    November 25, 2025

    Stablecoins are emerging as the next phase of the dollar system. A payment stablecoin is a crypto-token designed to hold… Read more

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