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The Next Super-Cycle
Is defense the next super cycle?
Mar 27, 20254 min read


The African Mineral Rush
The president of the DRC makes an intriguing offer to the White House: Minerals for security.
Mar 19, 20252 min read


What to do with your Money-Fort
Warren Buffet pulled out of the market to build a money fort. where should mortal put their cash?
Mar 12, 20252 min read


Ukraine: What's Next?
The diplomats will need to step in and they’ll be holding bowls full of bitter pills.
Mar 10, 20255 min read


Europe On Its Own
Europe is on its own, can it pull off a peace? Yes, actually.
Mar 6, 20253 min read


Emails from Munich
Europe’s leaders have been sleepwalking lots of talk of Europe assuming a leadership role in… Europe.
Feb 18, 20254 min read


Year of the Snake: Endnotes
Gweilo : A Cantonese term tossed about in Hong Kong which means - depending on tone or level of inebriation - White Goblin, or Devil, or...
Feb 10, 20251 min read


DeepSeek is Bad for Nvidia, Good for AI
DeepSeek isn't a tech crash, but a boom.
Jan 29, 20253 min read


WTF? Bond Yields
A short explanation of the bond yields that wont cross your eyes.
Jan 14, 20252 min read
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