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WTF: Venezuela
This is not about the marching powder... You’d be absolutely shocked at just how easy it is to orchestrate a coup d’etat in Latin America… but it’s not that  easy. If President Trump manages a trigger coup d’tweet, and he seems to think that he can, it would be one hell of a foreign policy innovation. And a new low for Latin America politics. Playing it safe, Trump has authorized the CIA to start monkeying around in Caracas with an eye-ball towards regime change. The authoriz
23 hours ago4 min read


China v US Trade Talks...
One hundred minutes doesn’t seem like a lot of time for the two largest economies - both of who are trying to rewire the economic order – to spend together hashing out a deal.
Oct 313 min read


China, Nvidia & Your 401(k)
China doesn't need to bankrupt Nvidia, only to burst the perception of unlimited growth.
Sep 174 min read


China v. US Trade & the Other Russian
A Panda, an Eagle and a Bear walk into a bar... feelings get hurt...
Jun 113 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 44 min read


The Wrong Metric
You are looking at the wrong metric for the China tariffs
May 132 min read


Deep Sea Mining
The vast potential of deep sea mining is causing international waves.
May 82 min read


Trump's Liberation Day Tariffs
What fresh hell...
Apr 33 min read


The Next Super-Cycle
Is defense the next super cycle?
Mar 274 min read


Europe On Its Own
Europe is on its own, can it pull off a peace? Yes, actually.
Mar 63 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


Drooping Tiger, Wheezing Dragon
Beijing's heavy hand on the markets is threatening to crash the entire system.
May 30, 20246 min read


Tesla's Cult of Personality Pay Out
The meme stock's new variant: the Cult of Personality Stock
Apr 23, 20243 min read


The Ukraine Equation
The Ukraine equation framed so that even a Congressman can understand it.
Apr 18, 20244 min read


Half-Time in Korea
Did Kim Jong-Un declare the Korean War's 71 year half-time over?
Jan 8, 20242 min read


What's Next with World War III?
Leaving Ukraine - and Europe - to it's fate will trigger a chain reaction that we are not going to like.
Dec 8, 20234 min read


A Hard Landing for the US and China?
The world's two largest economies operating on different cycles has been a good thing for the global economy.
Dec 1, 20233 min read


Who's on First?
The US isn't the only country facing a tricky presidential election and Taiwan's is crucial for the world.
Nov 27, 20232 min read


The APEC Forum
The Xi Biden Meeting at the APEC Forum won't accomplish much, but at least they're talking. Or pretending too.
Nov 15, 20231 min read
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