WITH 45 YEARS OF GLOBAL BUSINESS EXPERIENCE I am a futurist, competitive strategy "war-gamer" (over 150 W-G sessions delivered in 60 countries) and strategic advisor for boards and Investment Committees. Since 2001, my practice has helped Fortune 500 clients in FMCG, Finance, Banking and Tech.

SPECIALTIES: Mergers & Acquisitions, Thinking Strategically,  Business War Gaming and "Future of Work" to help clients improve competitiveness by anticipating what adversaries will do to attack/ defend market positions. Drawing from 40 years of international experience in 80 countries (300+ engagements) spanning different industries, cultures, regions and business challenges. Including a 20 year corporate executive career rising to VP level.

Regional and global engagements include Barclay's Capital, HSBC, Citibank, Morningstar, Morgan Stanley, Nokia, Unilever, Estee Lauder Companies, Informa Plc, Kraft, Mondelez and Pascual. 

Int'l Executive MBA professor at York University. 

Specialties: 
Competitive War Gaming, Scenario-Based Planning
Strategic Thinking,
Innovation Platforms and Trend Activation
Marketing and Communications
Talent "Future of Work" Strategies and Case Studies
Mergers & Acquisitions Strategy and Integration

Globally acclaimed event speaker including #FundForum , #MICUK, #HRPAAC, #TMRE, #CX, #FEI and Big Four (Audit/Consulting) Annual Partner Meetings.

❓❓❓WHY DOES GOLD REFUSE TO COLLAPSE ❓❓❓

⏫EPIC MOVES IN WTI as oil moves above (and then below) $100/bbl. Commodities of all types have all been on a tear, but the unloved USD failed to close above 100 DXY. Why? The 1970's are back. Petrodollar full circle.

💵 MEETING RESISTANCE at DXY 100 is a tell. What's next? Geopolitical shocks historically drive capital to safe havens, the likes of Treasuries.

🇯🇵 ENERGY STARVED JAPAN IS ONE factor as Luke Lovett tells us today:

"Japan and Asian Markets In Free Fall As Reverse Carry Trade 2.0 Starts, Water Desalination Strikes Mark MAJOR Escalation🚨, Silver Price Resilient ~60% Above Its Prior All-Time Highs Amidst Global Margin Calls"

👏 PDAC LAST WEEK in Toronto attracted 35,000 delegates---possibly the largest mining event ever held in the Metro Toronto Convention Center.  Tavi Costa delivered a plenary presentation that was his best ever imho.

🤩POPULAR SENTIMENT has changed. A webinar is coming up later this month with two experts who will explain the role of metals and why this resilience may well continue.

*** NOTE: NOT INVESTMENT ADVICE---for educational and entertainment purposes only.***

📣 Feneck Consulting Group WEBINAR DETAILS HERE:

https://lnkd.in/gs754vmq

Tuli (Nate) Urbach Subodh Warekar Gary Eldridge Ziad K Abdelnour
Thomas Parilla Spencer Campbell Otavio (Tavi) Costa Alfonso Peccatiello
John Feneck Frank Cappelleri, CFA, CMT Gregory (Greg) Faranello, CFA
Ignacio Ramirez Moreno, CFA Mike Davies Kitco NEWS Robert Gottlieb

Brian Byrne

ASSEMBLER GROWTH CAPITAL  is a team of entrepreneur investors in Food & Beverage space driven by the opportunity to build remarkable organizations. Our passion is helping founders execute on the potential of their businesses, taking them to the next level of expansion and growth.

Professionally, am a futurist, competitive strategy "war-gamer" (over 150 W-G sessions delivered in 60 countries) and talent advocate. Since 2001, my practice has helped Fortune 500 clients in FMCG, Finance and Tech.

SPECIALTIES: Mergers & Acquisitions, Thinking Strategically,  Business War Gaming and "Future of Work" to help clients improve competitiveness by anticipating what adversaries will do to attack/ defend market positions. Drawing from 40 years of international experience in 80 countries (300+ engagements) spanning different industries, cultures, regions and business challenges. Including a 20 year corporate executive career rising to VP level.

Regional and global engagements include Barclay's Capital, HSBC, Citibank, Morningstar, Morgan Stanley, Nokia, Unilever, Estee Lauder Companies, Informa Plc, Kraft, Mondelez and Pascual. 

Int'l Executive MBA professor at York University. 

Specialties: 
Competitive War Gaming, Scenario-Based Planning
Strategic Thinking,
Innovation Platforms and Trend Activation
Marketing and Communications
Talent "Future of Work" Strategies and Case Studies
Mergers & Acquisitions Strategy and Integration

Globally acclaimed event speaker including #FundForum , #MICUK, #HRPAAC, #TMRE, #CX, #FEI and Big Four (Audit/Consulting) Annual Partner Meetings.

Strategic Advisor for Boards of Directors, Investment Committees and Asset Managers

🅰️ ALPHABET ISSUES 100Y BOND (A MOTOROLA MOMENT?) Ⓜ️Ⓜ️

💯-year bonds, are a rare type of long-term debt that allows the company to lock in financing for a century. Funding for investments in AI  infrastructure. Insurance firms and pension funds like these ultra-longs.
 
> Overview
---------
💯Alphabet Inc., parent of Google, issued a rare 100-year bond, marking the first such offering by a tech company since the late 1990s. 

💯Denominated in sterling and is part of a larger multi-currency debt issuance aimed at funding significant investments in artificial intelligence (AI)

> Key Details
-----------
💯Maturity: 100 years (maturing in 2126)

💥Denomination: Sterling (£1 billion)

💯Total Debt Issuance: $20 billion in US dollar equivalent 

💥Demand: £9.5B in bids for £1B 

💯RatingsAa2 (Moody's), AA+ (S&P Global)

> Use of Proceeds
----------------
🤖Funding AI Projects: proceeds will support Alphabet's extensive capital expenditures, projected to exceed $175B in 2026 for AI development.

🤖Investor Confidence: Cites strong investor demand for long-dated, high-quality corporate credit, confidence in Alphabet's long-term financial stability.

> Market Context
---------------
👾Rarity of Century Bonds: Century bonds are uncommon in corporate finance, typically issued by governments or institutions. 

👾The last tech company to issue such a bond was MOTOROLA in 1997.

👾Investor Appeal: The bond is attractive to long-term investors, such as pension funds and insurance companies, looking for stable, long-duration investments.

💯MOTOROLA FLIP PHONES circa 1990 are making a comeback of sorts. Original Motorola died in 2011 Split into Motorola Solutions and Motorola Mobility. Does a similar fate await Alphabet? 

#Motorola #Alphabet #Google #AI #CenturyBonds #DataCenters #Spinoff

𒈔𒇫𒄆 CONNECTING THE DOTS: A BIG PICTURE EMERGES 🖼️🎨🖌️

🛢OIL, AKA THE "ROCKEFELLER TAX" weaponized yet again. Not just an energy shock but a de facto food war layered on top of epic droughts in key agricultural regions in Asia. Fertilizers stranded at port. Hormuz Strait shut.

👨🏼‍🦲ONE ANALYST CONNECTS the dots [comment below] to explain how this reset is a strategic spider web touching every aspect of the new system:

🐪 DUBAI TERMINATED ⛔
---------------------------
📍92pc of Dubai population are expats/ transients; food, water running out; pipe dreams of empire built on sand, never meant to last

✈️ digital nomads, tax refugees gambled, lost and now scatter to the winds

🦵UAE Family Office table has been kicked over, capital flight expected. Western Banks have now been threatened with drone attacks in Dubai.


🔥 ASIA IGNITED 🚀
--------------------
🇰🇷 South Korean Won (KRW) plunged past 1,500 for first time since GFC as ME conflict spiked oil prices, sending KOSPI into freefall. As Japan rapidly rearms.

🔮 S. Korea is a $1.87 T economy. China is their top trading partner, over 18% of total,  $130B. After Taiwan falls, this key economy could likewise be taken.

🔀 Swaps: With Average Daily Volumes of $10bn in 2025, trading 200x per day, KRW swaps are a huge market (outside of G6 major currencies). Japan hedgies.

🔄 Fuel rationing measures imminent: imagine Asia with silenced motos and rickshaws, the lifeblood of daily commerce in SE Asia, Mainland and India.


🧱BRICS: A MORTAL BLOW 👊
-------------------------------
🇮🇷 was the workaround mid-point Belt & Road "Plan B" after February 2022 bifurcated the road at midpoint.  Plan failed, no Plan C so far.

🇨🇳retrenches back into the APAC region as Marco Polo 2.0 dreams dashed

🐼cornered, will lash out to ring fence the region/ Yuan as regional reserve ccy

🇮🇳already scuttled away from BRICS "union", forging bilateral deals w the West


👨🏼‍🦲NEVER MORE TRUE: Vladimir Lenin's quote, "There are decades where nothing happens; and there are weeks where decades happen." Whoever has the most food will come out on top when the dust(bowls) settle.

#FoodInsecurity #BRICS #drought #fuel #WTI #markets #China #GFC #UAE #Sustainability #SPC #Agriculture #WorldTrade #Korea #BeltAndRoad #MAERSK #Evergreen #Monetary

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