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Conviction Beats Conformity

Weekly insight on markets, leadership, and America’s future —
for those building something that matters.

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LATEST FROM THE ARENA

The $527 Billion Question: What I'm Watching as AI Investment Hits Historic Highs

Jan 14, 2026

The $527 Billion Question: What I'm Watching as AI Investment Hits Historic Highs

How the widening gap between AI spending and profits will separate the companies building real businesses from those just burning through capital.

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Why Rio Tinto Keeps Coming Back to Glencore

Jan 12, 2026

Why Rio Tinto Keeps Coming Back to Glencore

When the same deal returns after three failed attempts, you're not watching indecision—you're watching environmental physics force strategic conviction.

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Regulation Isn't Protecting Financial Innovation—It's Strangling It

Jan 5, 2026

Regulation Isn't Protecting Financial Innovation—It's Strangling It

How compliance burdens disguised as consumer protection disproportionately hurt the builders who need partnerships most

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Why Institutional Crypto Adoption Will Surge in 2026—Regardless of Bitcoin's Price

Jan 2, 2026

Why Institutional Crypto Adoption Will Surge in 2026—Regardless of Bitcoin's Price

How regulatory clarity and real-world asset tokenization are transforming crypto from speculation to foundational infrastructure

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Don’t Build Blind. Get Conviction.
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Evelio Silvera

Founder and investor behind Conviction — writing from inside the arena on markets, leadership, and America’s future.

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