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China v. US Trade & the Other Russian
A Panda, an Eagle and a Bear walk into a bar... feelings get hurt...
Jun 11, 20253 min read
US Asian Defense
It’s a Who’s Who of players claiming some interest in the area of the world called the Indo-Pacific - the definition of which changes depending on who is claiming interest.
Jun 4, 20254 min read
Oil Prices Are Low
From the Saudi point of view, it’s a sneaky concession as it comes right as the “Drill, Baby, Drill” policy is starting to run up against the law of diminishing returns.
Jun 2, 20253 min read
Napoleon v. Trump
There are parallels, mostly delusional, but they are there.
May 28, 20256 min read
The Wrong Metric
You are looking at the wrong metric for the China tariffs
May 13, 20252 min read
Deep Sea Mining
The vast potential of deep sea mining is causing international waves.
May 8, 20252 min read
The Bonds that Tie
How much is the bond sell-off going to cost you?
Apr 15, 20253 min read
Trump's Liberation Day Tariffs
What fresh hell...
Apr 3, 20253 min read
The Next Super-Cycle
Is defense the next super cycle?
Mar 27, 20254 min read
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