Izak Odendaal on 14/04/2026

Fragility and resilience

Despite repeated global shocks over the past six years, the global economy has remained robust and adaptable.

I Izak Odendaal
Keith McLachlan on 14/04/2026

Levi’s is not the next Nike

An earlier thesis about its similar direct-to-consumer strategy may need to be reassessed in light of Nike’s experience.

K Keith McLachlan