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Cloud Security

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June 7, 2026
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12 minute read

Operation Epic Fury. Volt Typhoon. BRICS Settlement Rails. Your Portfolio's Cyber Risk Just Became a Geopolitical Position.

The convergence of Operation Epic Fury, Volt Typhoon's pre-positioned access inside US infrastructure, and BRICS de-dollarization is not a geopolitics story. It is a portfolio risk story. Ray Dalio calls this Stage 6 of the Big Cycle — the restructuring phase, where debt-laden empires compete through proxies and economic warfare rather than direct confrontation. Paul Kennedy called the underlying dynamic "imperial overstretch." Jared Diamond would note the resource pressure and institutional fragility. Thomas Friedman would observe that the world is no longer flat. For PE deal teams and portfolio operators, the relevant question is not who wins the geopolitical contest. It is which of your portcos are inside the blast radius of a conflict none of them signed up for.

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May 10, 2026
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18 minute read

Cybersecurity Acronyms Glossary 2026

70+ cybersecurity acronyms decoded for executives, boards, and PE sponsors. MFA, EDR, MDR, ZTNA, NIST CSF, SOC 2, and the rest — organized across 11 categories.