The Paradox of Visibility: Why Capital Overfunds AI and Undervalues the Critical Minerals That Power It
Artificial intelligence feels intangible. Cloud computing appears borderless. Digital platforms scale globally with little visible friction. From investor presentations to media narratives, the future is often portrayed as software-driven and capital-light. Trillions of dollars in market value have been created around companies building algorithms, semiconductors, and hyperscale data centers. Resource Capital Overfunds’ 2026 white paper, […]
Davos 2026 and Western Unity Under Strain
When global political and economic leaders gathered in World Economic Forum in Davos in early 2026, the atmosphere felt noticeably different from previous years. While optimism around technology, green transitions, and economic recovery remained visible, a deeper undercurrent of uncertainty ran through many conversations. The source of that unease was not a single crisis, but […]