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The New Cold War – How China Wins It! (The New Cold War - Part III: An investor’s Guide)
The New Cold War – How China Wins It! ( The New Cold War - Part III: An investor’s Guide) China may not always have intended to replace the US at the top of the global pecking order: geopolitically, militarily and economically. But it does now. This piece looks …
Delineating the New Cold War: China’s Boa Constrictor Strategy
Delineating the New Cold War: China’s Boa Constrictor Strategy The world is a split stage. The comedy of trade is playing on the right. On the left the New Cold War has begun between the Alliance of Autocracies and the fading ranks of the liberal, and not so liberal, demo…
Russia Rough Update
Investment Conclusion. Since “Incidentally” was published ( Incidentally 11252024) explaining how things were going to get rough for Russia because of new sanctions on Russia’s financial system and the dark fleet, things have indeed started getting rough for Russia. T…
Middle East: The Inevitable War That'll Matter to Markets
A war on Iran's nuclear assets is inevitable within a year. That is the geopolitical event that will produce a market meltdown because any attack on nuclear weapons facilities raises the risk of the terminal value of your assets being zero,
Middle East- The Mullah’s Mad Gamble
I got the Iranian attack on Israel wrong. All now depends on Israel's targeting of its escalatory response. If Israel uses its intelligence to decapitate the Iranian regime (and the IRGC), as it did with Hezbollah, then the economic spillover effects (e.g. energy)) will be limit…
Ukraine- Kursk Offensive
Kursk offensive has potential to be a turning point in this war if Ukraine achieves strategic objectives. If so market effects would be significant.
Learning To Live In The Gray Zone Copy
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