Blogs 

Our latest Analytical offering focuses on Strategy’s (MSTR) Q4 2025 Earnings Call. Strategy is the world’s first and largest Bitcoin Treasury Company and the largest independent, publicly traded business intelligence company. Concerns have been raised about financial management and profitability.

Part Two in our blog series stress tests the FSLA conclusions using online AI to surface broader drivers of the sell‑off. It acknowledges linguistic inconsistencies but reframes the decline as a confluence of factors.

FSLA Analysis of SABA Capitals Open Letter to the Shareholders of Edinburgh Worldwide Investment Trust (10 Feb 2026)

Following on from JB Beckett’s excellent article published in Investment Week (link at the bottom of this blog), we take the opportunity to delve deeper into the relationship between AMD and Open AI and consider the potential for circular financing and how the relationship might inform the question as to whether the AI bubble is about to burst.

Special Advisor to DDL, JB Beckett's Blog on Central Banking and Finance - and how FSLA cuts through the fog. "We are entering a new phase of monetary dysfunction, one where the old rules no longer apply, and the new ones are written in the shadows." Read more