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Emails from Munich
Europe’s leaders have been sleepwalking lots of talk of Europe assuming a leadership role in… Europe.
Feb 184 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 101 min read


DeepSeek is Bad for Nvidia, Good for AI
DeepSeek isn't a tech crash, but a boom.
Jan 293 min read


WTF? Bond Yields
A short explanation of the bond yields that wont cross your eyes.
Jan 142 min read


In Love and War... and Vodka
Drinking is never the answer, but will it help end the war?
Jan 103 min read


The Oracle of Omaha Speaks
When Warren Buffet Speaks, it's best to listen.
Jan 82 min read


Good News from the Middle East?
Good news from Syria? How the beleaguered nation could go right.
Dec 17, 20247 min read


What Fresh Hell? Energy 2025
Where the hell is global energy is heading in 2025?
Dec 12, 20243 min read


Asia's Tariff Engineering
Asia's China Plus One may render tariff plans pointless.
Nov 19, 20243 min read
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