The Fershman Journal — Tomorrow's News Delivered Today
The Fershman Journal — Tomorrow's News Delivered Today
The Fershman Journal — Tomorrow's News Delivered Today
At The Fershman Journal, we provide insightful analysis and commentary on global markets and financial policies. Join us as we explore the strategies that drive business success.
At The Fershman Journal, we provide insightful analysis and commentary on global markets and financial policies. Join us as we explore the strategies that drive business success.
At The Fershman Journal, we provide insightful analysis and commentary on global markets and financial policies. Join us as we explore the strategies that drive business success.
Featured
Featured
Macro Risks
Private Credit’s Non-Crisis
Corbeau Martin Caldwell
Healthcare
A $2 Billion Bet on Immunology
Jack Breaks
Disruption Watch
Apple’s New AI Tollbooth
Brayden Gibeau-Stannard
Logistics & Supply Chains
The World’s Most Dangerous Chokepoint
Veronika Chizhevskaia
Consumer
Private Equity Puts on Sneakers
Samuel Regelman
Central Banking
Europe’s Banking Consolidation
Veronika Chizhevskaia
Finance
Crypto’s Infrastructure Race
Yessica Jain
Energy
Who Pays for the AI Boom?
Safiia Mirgalimova
Tech
The Next Layer of Cybersecurity
Dinara Nairman
M&A and Restructuring
Canva’s “Good Enough” Advantage
Shaurya Grover
Macro Risks
Private Credit’s Non-Crisis
Corbeau Martin Caldwell
Private Credit poses a major risk to investors, but the current controls may also be the last thing that stops it from becoming another 2008-style crisis
Healthcare
A $2 Billion Bet on Immunology
Jack Breaks
Novartis’ $2B Excellergy bet secures its current immunology portfolio while gambling on the future returns of a still-developing drug.
Disruption Watch
Apple’s New AI Tollbooth
Brayden Gibeau-Stannard
Apple is turning Siri into an AI marketplace; it is positioning iOS as the gateway through which every major AI company must compete for users.
Logistics & Supply Chains
The World’s Most Dangerous Chokepoint
Veronika Chizhevskaia
How the disruption in the Strait of Hormuz continues to ripple through energy markets, trade routes, and geopolitics.
Consumer
Private Equity Puts on Sneakers
Samuel Regelman
By taking Skechers private, 3G gains freedom from quarterly scrutiny and room to reshape operations. But with heavy debt and a consumer-facing brand, aggressive cost-cutting carries real risks.
Central Banking
Europe’s Banking Consolidation
Veronika Chizhevskaia
New EU banking rules are reshaping competition across the continent. By encouraging consolidation among domestic lenders, CRD6 may accelerate the rise of larger, multi-jurisdictional European banking champions.
Finance
Crypto’s Infrastructure Race
Yessica Jain
The Bitnomial acquisition advances Kraken’s ambition to become a full-stack trading platform spanning crypto and traditional finance. The strategy hinges on regulation becoming a competitive advantage rather than a constraint.
Energy
Who Pays for the AI Boom?
Safiia Mirgalimova
A White House-backed pledge aims to stop AI-driven electricity demand from raising household bills. Yet while companies may absorb energy costs, the growing pressure on grids and water supplies remains unresolved.
Tech
The Next Layer of Cybersecurity
Dinara Nairman
ServiceNow’s $7.75bn bet on Armis signals a shift in cybersecurity, from detecting threats to resolving them. In a consolidating market, the companies that fix problems may prove more valuable than those that simply find them.
M&A and Restructuring
Canva’s “Good Enough” Advantage
Shaurya Grover
Canva’s rise rests not on replacing professionals, but on empowering non-designers. As it nears an IPO, the question is whether that advantage can survive in a world where AI makes design effortless.
Macro Risks
Private Credit’s Non-Crisis
Corbeau Martin Caldwell
Private Credit poses a major risk to investors, but the current controls may also be the last thing that stops it from becoming another 2008-style crisis
Healthcare
A $2 Billion Bet on Immunology
Jack Breaks
Novartis’ $2B Excellergy bet secures its current immunology portfolio while gambling on the future returns of a still-developing drug.
Disruption Watch
Apple’s New AI Tollbooth
Brayden Gibeau-Stannard
Apple is turning Siri into an AI marketplace; it is positioning iOS as the gateway through which every major AI company must compete for users.
Logistics & Supply Chains
The World’s Most Dangerous Chokepoint
Veronika Chizhevskaia
How the disruption in the Strait of Hormuz continues to ripple through energy markets, trade routes, and geopolitics.
Consumer
Private Equity Puts on Sneakers
Samuel Regelman
By taking Skechers private, 3G gains freedom from quarterly scrutiny and room to reshape operations. But with heavy debt and a consumer-facing brand, aggressive cost-cutting carries real risks.
Central Banking
Europe’s Banking Consolidation
Veronika Chizhevskaia
New EU banking rules are reshaping competition across the continent. By encouraging consolidation among domestic lenders, CRD6 may accelerate the rise of larger, multi-jurisdictional European banking champions.
Finance
Crypto’s Infrastructure Race
Yessica Jain
The Bitnomial acquisition advances Kraken’s ambition to become a full-stack trading platform spanning crypto and traditional finance. The strategy hinges on regulation becoming a competitive advantage rather than a constraint.
Energy
Who Pays for the AI Boom?
Safiia Mirgalimova
A White House-backed pledge aims to stop AI-driven electricity demand from raising household bills. Yet while companies may absorb energy costs, the growing pressure on grids and water supplies remains unresolved.
Tech
The Next Layer of Cybersecurity
Dinara Nairman
ServiceNow’s $7.75bn bet on Armis signals a shift in cybersecurity, from detecting threats to resolving them. In a consolidating market, the companies that fix problems may prove more valuable than those that simply find them.
M&A and Restructuring
Canva’s “Good Enough” Advantage
Shaurya Grover
Canva’s rise rests not on replacing professionals, but on empowering non-designers. As it nears an IPO, the question is whether that advantage can survive in a world where AI makes design effortless.
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