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The Shipping News is Bad
North Korea is eyeballing the Houthi assault on commercial shipping. That won't do shipping costs any favors.
Feb 2, 2024
3 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, 2023
3 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.
May 10, 2023
4 min read
The World, How It Got Here and a Stiff Drink
How To Outwit AI
The Insight
4717 Publications
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