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Trump's Liberation Day Tariffs
What fresh hell...
Apr 33 min read


The Next Super-Cycle
Is defense the next super cycle?
Mar 275 min read


The African Mineral Rush
The president of the DRC makes an intriguing offer to the White House: Minerals for security.
Mar 192 min read


What to do with your Money-Fort
Warren Buffet pulled out of the market to build a money fort. where should mortal put their cash?
Mar 122 min read

Ukraine: What's Next?
The diplomats will need to step in and they’ll be holding bowls full of bitter pills.
Mar 105 min read


Europe On Its Own
Europe is on its own, can it pull off a peace? Yes, actually.
Mar 63 min read


Emails from Munich
Europe’s leaders have been sleepwalking lots of talk of Europe assuming a leadership role in… Europe.
Feb 184 min read

Year of the Snake: Endnotes
Gweilo : A Cantonese term tossed about in Hong Kong which means - depending on tone or level of inebriation - White Goblin, or Devil, or...
Feb 101 min read


DeepSeek is Bad for Nvidia, Good for AI
DeepSeek isn't a tech crash, but a boom.
Jan 293 min read
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