top of page
Search


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


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 23 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


What to do with your Money-Fort
Warren Buffet pulled out of the market to build a money fort. where should mortal put their cash?
Mar 122 min read


Ukraine: What's Next?
The diplomats will need to step in and they’ll be holding bowls full of bitter pills.
Mar 105 min read


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


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


The LNG panic, revisited
LNG panic in Europe, and how the energy market's global dynamics could impact the world's economy.
Oct 8, 20243 min read


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


Bletchley Park, AI & Known Unknowns
The AI Safety Summit this week is a good idea, but an workable AI solution requires knowing what the problem is.
Oct 31, 20233 min read


Nine Month Delivery
After a strong start to the year, investors are hopeful for a rousing 2023. Beware of desperate exuberance.
Feb 15, 20233 min read


2022: The New BiPolar
The Year Ahead: Prepare for a Bipolar world.
Jan 6, 20223 min read
bottom of page




