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The China Sneeze
The China is facing an economic sneeze that might take down a limping global economy further.
Oct 7, 20223 min read


Big Tech, Big Hang
The Big Tech Big Five have posted their softest results in over a year. They also have the market and the cash to clear the economy.
Oct 4, 20222 min read


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 27, 20223 min read


A Futile and Stupid Gesture
Tech Bros untie in a futile and stupid gesture to get their money back. The Universe seems unimpressed.
Sep 26, 20222 min read


A Canary in a Coalmine
The drop in FedEx stock price took the market with it as the economy decelerates faster that expected.
Sep 22, 20223 min read


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 19, 20223 min read


August in Ukraine
Ahead of the Kherson counter-offensive, August in Ukraine has been a lively month. But it may still be a long winter.
Aug 22, 20224 min read


Bad Fences, Bad Neighbors
Speaker Nancy Pelosi wanted one more swing at China before headed to pasture. Her timing was terrible.
Aug 4, 20223 min read


What is the Octopus Doctrine?
What is the Octopus Doctrine, why does it matter and is this the end of endless proxy wars?
Jun 28, 20223 min read
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