Notes on finance, business, and the Mexico–Europe corridor
Short pieces for SMEs, international investors, and companies working across the Nordic–Mexico corridor. Published when something is worth saying.
Why did Google choose Finland — and what does that tell you about where industrial capital lands now?
By conventional measures Finland is the weak Nordic economy. It just won the largest European investment Google has made. The variable that decided it was not in the macro data.
Read →Which curve is your cost of capital actually priced against?
The Fed moved in September for the first time since 2023. The long end had already moved, further, and in every major market at once. Those are two different variables, and most hurdle rates are built off the wrong one.
Read →After nearly two decades in Mexico, I’m making my experience available beyond my own companies
Why I am opening an independent advisory practice, and who it is for.
Read →The EU–Mexico agreement — what was actually signed, and what is in force
Two instruments were signed in May 2026, not one. The distinction decides what your business can act on, and when.
Read →USMCA wasn’t renewed — and why Europe now matters more
Annual reviews to 2036 on one side, a new European framework on the other. The same decision looks different depending on which lane you are in.
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