HeyJaredLong Arc News
Geopolitical intelligence from Nazem Alkudsi, CFA, former Sovereign Wealth Fund CEO. Institutional analysis of energy markets, AI geology, and global capital.
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 23, 2026
Latest issues
The Counterattack (opens the original)
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When the Music Stops · Part 3 of 3<img alt="" class="sizing-normal" height="630" src="https://substackcdn.com/image/fetch/$s_!jRfp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimag
The People Who Could Not Get Out (opens the original)
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When the Music Stops · Part 2 of 3<img alt="" class="sizing-normal" height="236" src="https://substackcdn.com/image/fetch/$s_!x_3e!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F28dfadb9-a01
A Valuation Is an Opinion. Debt Is a Schedule. (opens the original)
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<img alt="" class="sizing-normal" height="953" src="https://substackcdn.com/image/fetch/$s_!lrEr!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2688627b-895c-4649-bf37-d1578b018c7c_3061x2003.j
It Happened in 1974. It Is About to Happen Again. (opens the original)
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<img alt="" class="sizing-normal" height="1160" src="https://substackcdn.com/image/fetch/$s_!dHuq!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0618d1c1-acf3-4316-992c-dd9790ee018b_2142x1707.
The Label Travels (opens the original)
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<img alt="" class="sizing-normal" height="692" src="https://substackcdn.com/image/fetch/$s_!hHLY!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc325adc0-89ef-4712-997b-dc9e867a5413_968x692.png" w
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