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The Korea Wrinkle
With the world focused on Taiwan, will North Korea start a looming Pacific War? What Game Theory tells us.
Nov 14, 20224 min read


Notes from a Mid-Term Hangover
The biggest mid-term turnout in American history, with red waves and democracy on the ballot , has produced...not much.
Nov 9, 20222 min read


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 31, 20224 min read


That 70's Show
What is causing this double-knit, flared inflation?
Oct 26, 20223 min read


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 24, 20222 min read


Credit and the Domino Effect
We may not know where the economy is going, but we know it is in interest rate shock. An educated guess where that will lead...
Oct 20, 20222 min read


Party On
The outcome of China's 20th Party Congress is no mystery. Xi Jinping's next 5 years are trickier.
Oct 18, 20223 min read


Mind the Gap
The Bank of England stepped into stabilize the bond market. At some point it has to step out.
Oct 13, 20223 min read


Pitch Deck: Ukraine
Kyiv is showing as much innovation with its finances as with its military kit - both donated and captured.
Oct 11, 20223 min read
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