by Touch Stone Publishers | Feb 16, 2026
Within the next 12–24 months, downside risk is asymmetrically skewed toward a compound shock: escalating trade and disclosure enforcement colliding with credit spread normalization from historically compressed levels (HY OAS: 2.92%). Markets are pricing benign...
by Touch Stone Publishers | Feb 9, 2026
STRATEGIC ADVISORY From Global Efficiency to Sovereign Supply: The $12,000 Copper Floor and the Strategic Mandate for Resource Autonomy A Cross-Sector Analysis of Supply Chain Sovereignty, Geopolitical Risk Repricing, and the Capital Allocation Imperative for...
by Touch Stone Publishers | Feb 9, 2026
The Physicality Reversion — CEO Judgment in the Age of Constrained Compute Executive Brief • 2026 Operating Environment The Physicality Reversion CEO judgment in the age of constrained compute: why energy, materials, and infrastructure timelines are reasserting...
by Touch Stone Publishers | Feb 5, 2026
Executive Summary As global investment in artificial intelligence (AI) surpasses two trillion dollars, a stark paradox has emerged: nearly half of all CEOs cannot measure the return on their AI investments. This paper presents a comprehensive framework for AI...
by Touch Stone Publishers | Feb 4, 2026
Boards That Treat AI as IT Will Incur Unbounded Fiduciary Liability. EXECUTIVE THESIS: Artificial intelligence has already broken the classical model of fiduciary oversight. Boards that fail to re-architect governance around AI agency—not IT risk—will face compounding...
by Touch Stone Publishers | Feb 4, 2026
Seminal Perspectives Pillar I · Fiduciary Governance Architecture Decisive Thesis The hierarchical accountability model that has governed corporate authority for a century was designed for a world where human beings occupied every consequential...
