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Sep 14, 20234 min read
A Paper Dragon
Peak China happened before the covid lockdowns, can it ever get its fung shui back?
Aug 31, 20233 min read
Another BRIC in the Wall
What can we expect from the BRICS expansion? Not much other than a new name.
Aug 27, 20234 min read
The Man Needed Killin'
The mad death of Yevgeny Prigozhin may not help Putin's grip on power.
Aug 15, 20233 min read
All That Grain
The Black Sea as a wider war zone will drive up prices on grain, oil, ore and insurance.
Aug 8, 20233 min read
The Chinese Armada
Just What Were the Chinese and Russia Navies up to off the Alaskan Coast?
Aug 1, 20233 min read
Russia Won't Attack NATO, but It Might Starve Africa
Russia's Energy Weapon didn't work against NATO, its weaponized grain prices may work on Africa.
Jul 12, 20234 min read
NATO Gets an Ikea
Sweden joins NATO, thwarting Moscows attempts to fracture the West.
Jun 28, 20237 min read
Something Rotten in the State of Russia
What are we to make of the Wagner mutiny? Why do we even care?
May 31, 20233 min read
The Chinese Take-Away
China's economy has peaked, what are the take-aways for the US and it's industrial policy?
May 10, 20234 min read
How Strong is the Russian Economy?
Decoupling of the Russian economy won't do more to global markets that it already has. Decoupling of China will be miserable.
Apr 5, 20234 min read
A New Oil Block
The new deal between Saudi Arabia and Iran will bring stability to the region, but won't do long term energy security and prices any good.
Mar 1, 20233 min read
A Tale of Two Speeches
Last week Vladimir Putin made a rambling speech to Moscow, and Joe Biden made a short one to Kyiv. In war, though, talk is cheap.
Feb 13, 20234 min read
The China Syndrome
China's reopening is winding up to be the economic story of the year - but it's only February and the red flags are fluttering.
Feb 7, 20234 min read
Hot Air
That Chinese Spy Balloon is just a party favor - but when tensions are tight, the first thing that snaps is the benefit of doubt.
Dec 12, 20223 min read
Death and a Big, Bouncy Ball
Viktor Bout, Merchant of Death, is free. Brittney Griner is too. Paul Whelan is not. He looks to stay that way.
Nov 28, 20223 min read
Some Sort of Fire Drill
Covid Protests in China are more likely to topple the government in Taipei that in Beijing.
Nov 22, 20223 min read
Qatar Flexes its Balls
After securing the World Cup with bribes and hookers, Qatar is using the event for an epic flex. Well played.
Nov 14, 20224 min read
The Korea Wrinkle
With the world focused on Taiwan, will North Korea start a looming Pacific War? What Game Theory tells us.
Oct 31, 20224 min read
WTF: A Dirty Bomb
Just what is a "dirty bomb' and how worried should we be? Ironically, the less worried we are, the less dangerous it is.
Oct 24, 20222 min read
A Bad Limbo
Both Ukraine and Russia are exhausting themselves, and Russia appears to be running out of kit and digging in. A bad limbo awaits.
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