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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


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


What Fresh Hell? Energy 2025
Where the hell is global energy is heading in 2025?
Dec 12, 20243 min read


Asia's Tariff Engineering
Asia's China Plus One may render tariff plans pointless.
Nov 19, 20243 min read


Drooping Tiger, Wheezing Dragon
Beijing's heavy hand on the markets is threatening to crash the entire system.
May 30, 20246 min read


Tesla's Cult of Personality Pay Out
The meme stock's new variant: the Cult of Personality Stock
Apr 23, 20243 min read


The Ukraine Equation
The Ukraine equation framed so that even a Congressman can understand it.
Apr 18, 20244 min read


Half-Time in Korea
Did Kim Jong-Un declare the Korean War's 71 year half-time over?
Jan 8, 20242 min read


What's Next with World War III?
Leaving Ukraine - and Europe - to it's fate will trigger a chain reaction that we are not going to like.
Dec 8, 20234 min read

A Hard Landing for the US and China?
The world's two largest economies operating on different cycles has been a good thing for the global economy.
Dec 1, 20233 min read


Who's on First?
The US isn't the only country facing a tricky presidential election and Taiwan's is crucial for the world.
Nov 27, 20232 min read


The APEC Forum
The Xi Biden Meeting at the APEC Forum won't accomplish much, but at least they're talking. Or pretending too.
Nov 15, 20231 min read


Bletchley Park, AI & Known Unknowns
The AI Safety Summit this week is a good idea, but an workable AI solution requires knowing what the problem is.
Oct 31, 20233 min read


Israel, Iran & The End of Days
What is going on in Israel, why Iran cares, and how much is it going to cost you?
Oct 9, 20235 min read


The 4717 Answers House Questions on Ukraine
The 4717 answers House GOP Questions on Ukraine.
Sep 21, 20232 min read


A Paper Dragon
Peak China happened before the covid lockdowns, can it ever get its fung shui back?
Sep 14, 20234 min read


Another BRIC in the Wall
What can we expect from the BRICS expansion? Not much other than a new name.
Aug 31, 20233 min read


The Chinese Armada
Just What Were the Chinese and Russia Navies up to off the Alaskan Coast?
Aug 8, 20233 min read


That Big Dollar Smile
The dollar may be off, but it isn't that off. And why the late dip is just the pouty part of a big, American grin
Jul 25, 20233 min read
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