The Demographic Shift
Africa's youth are the century's demographic engine. Position before the consensus does.
Read the Signal →Weekly intelligence, on the record
The Signal Archive
Every weekly Signal, kept as a dated, citable record. Capital, policy, technology, and the global shifts that change what an operator should do next. Subscribe by RSS.
The $700 Billion Compute Divide
US tech is preparing nearly $700 billion in capital spending. Africa's data-centre market is a fraction of it.
Read the Signal →The Africa Window
A cracked dollar just opened a financing window for Africa. Debt is carrying it, equity has thinned to a seven-year low.
Read the Signal →DFIs Have Stopped Writing Equity Cheques in Africa
Development finance has stopped writing equity cheques in Africa. It is lending instead.
Read the Signal →The Fed Might Hike on July 29, Not Cut
The Fed might hike on July 29, not cut. If the dollar tightens, every African founder's runway maths just changed.
Read the Signal →The US Economy Dominating Through Service
US power is a service system. It profits by being irreplaceable to everyone else's success.
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