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


The Long and the Short
Dollar is down 10%, the bouncy S&P500 up the same. Do you go long or short on America these days?
Aug 203 min read


The Anglo-French Nuclear Frappe
This may mark the dawn of a shared European deterrent or it might end up like mixing Scotch and Cognac in a fusion cocktail that’s bound to give you a headache.
Jul 103 min read


Iran's Uranium is No Longer the Point
Iran's uranium is not the issue, its political will is.
Jul 13 min read


The Iran War: What's it Going to Cost You?
This story was updated 24 June 2025 It seems that everyone involved in this apocalyptic three-way is promising a lively week. Leaders are...
Jun 233 min read


The Tariff Ruling... Ruling
Blindsiding investors with the highest tariffs since the Depression caused them to react like frogs thrown into a boil. And out they leapt, triggering market chaos across stocks, bonds and currencies
Jun 123 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


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


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


WTF? Moscow's "Space Weapon"
Why is a Russian space weapon shadowing a US satellite?
May 23, 20242 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


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


Party On
The outcome of China's 20th Party Congress is no mystery. Xi Jinping's next 5 years are trickier.
Oct 18, 20223 min read


Whisky Tango Foxtrot: One China
Washington's One China Policy and "strategic ambiguity" explained. Spoiler: It's logically incoherent, but that's by design.
Sep 19, 20223 min read


Is it a Bird or a Plane?
China's hypersonic gliders are clever, and problematic.
Nov 17, 20214 min read


A Fracas Over AUKUS
France is in grand furie over the Australian nuclear submarines. Of course it's our fault.
Sep 22, 20214 min read
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