Information is everywhere, Insight is priceless

What will happen with a US default? Hard to say, but some of the damage is already done.

Decoupling of the Russian economy won't do more to global markets that it already has. Decoupling of China will be miserable.

The new deal between Saudi Arabia and Iran will bring stability to the region, but won't do long term energy security and prices any good.

After a strong start to the year, investors are hopeful for a rousing 2023. Beware of desperate exuberance.

China's reopening is winding up to be the economic story of the year - but it's only February and the red flags are fluttering.

Dispatch from the bar at the World Economic Forum in Davos: The end ins't ending, just confused.

Bond Markets have come off their worst year since ever. The market is looking up, but don't expect a reset to boring. The jollies continue..

2022 was the worst year for stocks since 2008, and the worst of bonds, ever. Crypto was a mighty train wreck. Happy New Year.

Viktor Bout, Merchant of Death, is free. Brittney Griner is too. Paul Whelan is not. He looks to stay that way.

Covid Protests in China are more likely to topple the government in Taipei that in Beijing.

With the world focused on Taiwan, will North Korea start a looming Pacific War? What Game Theory tells us.

The biggest mid-term turnout in American history, with red waves and democracy on the ballot , has produced...not much.

Just what is a "dirty bomb' and how worried should we be? Ironically, the less worried we are, the less dangerous it is.

Both Ukraine and Russia are exhausting themselves, and Russia appears to be running out of kit and digging in. A bad limbo awaits.

The outcome of China's 20th Party Congress is no mystery. Xi Jinping's next 5 years are trickier.

The Bank of England stepped into stabilize the bond market. At some point it has to step out.

Kyiv is showing as much innovation with its finances as with its military kit - both donated and captured.

The China is facing an economic sneeze that might take down a limping global economy further.

All wars are economic, but global markets have been mobilized and sent into battle over Ukraine. This is the future of war.

Washington's One China Policy and "strategic ambiguity" explained. Spoiler: It's logically incoherent, but that's by design.