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Alternative assets, public markets, ownership risk, and long-term wealth durability Research and commentary by Mitt Chen


When the Rules That Built Your Margins Become the Bottleneck
When Margins Become the Bottleneck You own a business where your edge has always come from being selective. You control the output, protect quality standards that took years to build, and consistently say "no" to high volume that would dilute your worth. As a result of years of hard work: Your margins are strong. Your clients are deeply loyal. Your reputation is bulletproof. But now, you are looking at what comes next. Maybe you are trying to scale for growth, bring in partne

Mitt Chen
4 days ago2 min read


Global Shift Radar – Week Ending July 12, 2026: Electrical Infrastructure M&A and NATO Procurement Commitments Lead Fresh Hard Signals
In this week’s radar I scored two themes at Deep Dive status with the highest total scores and clearest accelerating hard-signal evidence. The AI data-center power and electrical construction bottleneck hit a perfect 10. Counter-drone systems and NATO rearmament procurement reached 9. Both moved from budget or narrative pressure into concrete transactions, funded task orders, and equipment-strain reporting. Public notes stay at the theme and bottleneck-category level. Detai

Mitt Chen
6 days ago3 min read


What a Premium Brand Transition Really Tests: Operating Strength vs Cultural Transferability
Strong numbers during change do NOT prove the identity, client trust, or operating discipline will survive ownership transition or leadership shift. A practical mirror from the Ferrari structural case for founders and families. Family business for sale. Your family built a premium brand or specialized business that clients actively seek out. Revenue is stable, demand is reoccurring, and the operation has shown resilience through market shifts or model changes. Now you are map

Mitt Chen
Jul 103 min read


When Strong Transaction Numbers Don’t Guarantee Clean Exit
Your family sees strong real estate transaction volumes and visitor records in a market. CAE shows why visible activity can mask risks to exit quality and reversibility under stress. Practical questions before you buy or transfer.

Mitt Chen
Jul 81 min read


AI Power, Satellite M&A and GLP-1 Access
July 5 Week’s Global Shift Radar: When Grid Emergencies, Vertical Integration, and Policy Access Meet Real Capacity Limits Power grid pole. In this week’s Deep Global Shift Radar, three themes scored highest and moved into Deep Dive territory on the strength of concrete regulatory, grid, and transaction signals rather than narrative momentum alone. The pattern is consistent: previously abstract demand stories are hitting friction at the level of permission, physical capacity,

Mitt Chen
Jul 65 min read


$17.5B Nuclear Loans + $35.3B THAAD Award + Rare Earth Export Controls: This Week’s Funded Commitments Expose the Next Layer of Supply Chain Pressure
This week’s Deep Global Shift Radar covers $17.5B in DOE nuclear supply-chain loans, a $35.327B THAAD multi-year procurement, and China’s rare earth export controls. Structural analysis of execution bottlenecks and supply chain durability using the CAE lens.

Mitt Chen
Jun 295 min read


From Picassos to Pixel Sculptures: How LPs Arbitrage Culture in Any Medium
If you think a Rothko is art, you’ve never seen one stapled into a loan agreement. That’s the game. Culture doesn’t hang anymore - it leverages.

Mitt Chen
Sep 13, 20254 min read


From Michelin to Margin Calls: The Hedge Fundification of Fine Dining and Ghost Kitchens
Fine dining isn’t gastronomy anymore. Ghost kitchens aren’t kitchens. And the chef you just wired a Series A check to? He’s a human SPAC waiting to be franchised in Qatar.

Mitt Chen
Aug 29, 20253 min read


French Châteaus: From Broke to Baron: The Ex-Techie Who Bought a Castle on Credit
You can’t afford a two-bedroom in San Jose, but a 15-room French castle? That’s within reach if you’re brave, broke, and a little deranged.

Mitt Chen
Aug 24, 20252 min read


Global Scams: The Fake Billionaire Club in Monaco
They rent Lambos, yachts… even fake friends. All to pitch one fake fund. In Monaco, not all billionaires are real — but the scams absolutely are.

Mitt Chen
Aug 23, 20253 min read


Global Scams: Nigerian Scam 2.0: Now With AI and Venture Capital
Welcome to the next version of Nigerian prince emails. Only now - the prince has a Delaware C-Corp, a fake OpenAI partnership, and a pitch deck that would make Sequoia sweat.

Mitt Chen
Aug 16, 20253 min read


French Châteaus: How Château Investors Use French Tax Loopholes to Win Big
You could be depreciating drywall in Ohio. Or you could be sipping Sancerre in a 400-year-old estate while the French state pays for your new copper roof. Monument Historique tax breaks aren’t a rumor. They’re the cheat code for capital that wants ROI and rococo.

Mitt Chen
Aug 15, 20252 min read


Retreat Economics: Monetizing the ‘Work-from-Anywhere’ Obsession
Remote work killed the office lease. It also created the most lucrative real estate arbitrage since ski-in/ski-out.”

Mitt Chen
Aug 15, 20253 min read


City vs City Series: Lisbon vs. Bali: The Digital Nomad Smackdown No One’s Ready For
He moved to Bali to find purpose. He left with a parasitic infection and a $400 tax bill." Meanwhile, in Lisbon? They're giving out 10-year tax holidays like it's Nando's sauce samples.

Mitt Chen
Aug 10, 20252 min read


Global Scams: How Rich Tourists Get Scammed in Paris Every Summer
You paid $10K for that ‘exclusive wine tasting’? That was tap water.

Mitt Chen
Aug 9, 20254 min read


French Châteaus: The Secret Network Flipping Châteaus on YouTube for Millions
They bought a crumbling estate, filmed the leaks, and made $2M on ad revenue.

Mitt Chen
Aug 8, 20253 min read


City vs City Series: Tokyo vs. Dubai: The Billionaire Brawl for the Future
Dubai has a ski slope in the desert and Tokyo has toilets that open with a bow. One's for flexing, the other's for functioning. But which one will actually win the next wave of global capital?

Mitt Chen
Aug 3, 20252 min read


Global Scams: The $500K Instagram Scam You’ve Never Heard Of
There’s a new fund model on the block – it doesn’t need an LP agreement, a pitch deck, or even real yield. Just 400K followers, a few fake wire screenshots, and one rented G-Wagon.

Mitt Chen
Aug 2, 20254 min read


French Châteaus: Castles vs S&P500
$300K gets you 18 bedrooms, tax perks, and an existential renovation crisis. Or, y'know, a closet in Manhattan.

Mitt Chen
Aug 1, 20252 min read


Solo Women Investors Go Global
The Rise of Solo Female Investors in Global Capitals (and Why They’re Playing Smarter Than You)

Mitt Chen
Aug 1, 20254 min read
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