At Cranganore, we build our worldview by triangulating among day-to-day newsflow, on-the-ground discussions, and a time-tested array of consulting work. We leverage this technique in project assignments.
Portfolio Report
Agricultural Commodities
AOC on possibly running for the Senate or President: They assume my ambition is a title or a seat. My ambition is way bigger than that. My ambition is to change this country. Presidents come and go, elected officials come and go, single payer healthcare is forever.
— Acyn (@acyn.bsky.social) May 8, 2026 at 8:45 PM
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Portfolio Report
Emerging Markets
AOC on possibly running for the Senate or President: They assume my ambition is a title or a seat. My ambition is way bigger than that. My ambition is to change this country. Presidents come and go, elected officials come and go, single payer healthcare is forever.
— Acyn (@acyn.bsky.social) May 8, 2026 at 8:45 PM
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Portfolio Report
Sovereign Debt
Is Chinese government debt becoming a safe-haven option? A new arrangement gives Indonesian investors at-home access to renminbi bonds, perhaps representing an alternative to US treasuries. Further steps toward regional integration seem likely over time. https://t.co/oCyf76wknq
— Lars Jensen (@third_elevation) April 29, 2026
Portfolio Report
Technology Stocks
In a slower growth economy, AI stocks lose appeal as cracks appear in profit statements. At minimum, questions arise about massive spending on data centers. Ongoing missteps may question the efficiency idea that backs AI investment. https://t.co/h65pCOMnxI
— Lars Jensen (@third_elevation) April 30, 2026
Washington Beltway
Commerce Department
Lutnick plagiarizes the presidential playscript by debasing Canada. Ottawa actually has a few cards to play when renegotiating any trade agreement with the US. For starters, its aluminum industry is critical to American enterprise. https://t.co/yFpAJM0wes
— Lars Jensen (@third_elevation) April 18, 2026
Washington Beltway
Defense Department
The Democrat-backed impeachment move against Hegseth of course has no likelihood of traction, at least at this time. The laundry list, though, offers concise perspective on turmoil at the Pentagon. Is Hegseth's legacy set to be one of gross negligence? https://t.co/KCBOZPVgoa
— Lars Jensen (@third_elevation) April 20, 2026
Washington Beltway
Homeland Security
Do not expect the TSA to return to normal operating standards anytime soon. Many officers quit amid weeks of job instability, stretching front-line security resources. Assuming new hires are identified quickly, official training can take months. https://t.co/nsNFdylWNE
— Lars Jensen (@third_elevation) May 2, 2026
Washington Beltway
State Department
The dress code at the State Department spotlights problems with priorities. Officers with decades of experience have left or been pushed out, leaving gaps in the diplomatic skill set. And vital embassies are operating without a Senate-confirmed ambassador. https://t.co/2WiOE7gtuI
— Lars Jensen (@third_elevation) April 30, 2026
Doing Business
Artificial Intelligence
A reporter used AI to write a story. The bot helped with transcribing interviews and creating a draft. But using it was a time-consuming overlay to workflow. It did not cultivate relationships. And the bot was largely bereft of meaningful perspective. https://t.co/hFsZGxADPd
— Lars Jensen (@third_elevation) May 5, 2026
Doing Business
International Expansion
Coffee chains thrive because of impressive profit margins. Fold sales volume into the mix and the results can be especially alluring. This Greece-based chain looks to exploit its market position regionally. France beckons, alongside the Benelux nations. https://t.co/AFfACFFhdt
— Lars Jensen (@third_elevation) April 19, 2026
Doing Business
Progressive Capitalism
A stand against "dumb wars," is a growing tenet of the Democratic platform. The idea is that we can fund deeper social programs in the absence of subsidizing the defense industry. Themes centered on restructuring the US economy likely has broad appeal. https://t.co/A7jFaEXaos
— Lars Jensen (@third_elevation) April 29, 2026
Doing Business
Supply-Chain Resilience
Bulky and seasonal items are tough to push into downstream distribution centers and store backrooms, requiring Target to open a receive center in Texas for these and other goods. Notably, the firm manages some 70 supply-chain facilities nationwide. https://t.co/SMpOqTR8dX
— Lars Jensen (@third_elevation) May 1, 2026
