The Chinese Take-Away
China's economy has peaked, what are the take-aways for the US and it's industrial policy?
top of page
The World, How it Got Here, and a Stiff Drink
Great Game Theory
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.
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.
The Great Game's Next Move
What were China's Xi and Russia's Putin chatting about in Moscow? The clues will be to watch what wasn't said.
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.
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.
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.
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.
Some Sort of Fire Drill
Covid Protests in China are more likely to topple the government in Taipei that in Beijing.
bottom of page