The Chinese Take-Away
China's economy has peaked, what are the take-aways for the US and it's industrial policy?
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The World, How it Got Here, and a Stiff Drink
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- May 10
- 4 min
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
- 4 min
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 22
- 3 min
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.
- Mar 1
- 3 min
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
- 4 min
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
- 4 min
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, 2022
- 3 min
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, 2022
- 3 min
Some Sort of Fire Drill
Covid Protests in China are more likely to topple the government in Taipei that in Beijing.
- Nov 22, 2022
- 3 min
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, 2022
- 4 min
The Korea Wrinkle
With the world focused on Taiwan, will North Korea start a looming Pacific War? What Game Theory tells us.
- Oct 31, 2022
- 4 min
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, 2022
- 2 min
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.
- Oct 18, 2022
- 3 min
Party On
The outcome of China's 20th Party Congress is no mystery. Xi Jinping's next 5 years are trickier.
- Oct 11, 2022
- 3 min
Pitch Deck: Ukraine
Kyiv is showing as much innovation with its finances as with its military kit - both donated and captured.
- Oct 7, 2022
- 3 min
The China Sneeze
The China is facing an economic sneeze that might take down a limping global economy further.
- Sep 27, 2022
- 3 min
Cry Havoc!
All wars are economic, but global markets have been mobilized and sent into battle over Ukraine. This is the future of war.
- Sep 19, 2022
- 3 min
Whisky Tango Foxtrot: One China
Washington's One China Policy and "strategic ambiguity" explained. Spoiler: It's logically incoherent, but that's by design.
- Sep 9, 2022
- 2 min
From the Editor's Desk
The 4717 is wading into new waters with a Daily Flight with a mercifully short briefing of business news.
- Nov 17, 2021
- 4 min
Is it a Bird or a Plane?
China's hypersonic gliders are clever, and problematic.
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