The past couple decades the way global economy worked is U.S. consumers were soaking up all the cheap stuff the world had to offer: the…
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The Semiconductor Race: Geopolitical Disruption
A microchip war has brewed quietly between the US and China for several years. But now it is turning turbulent. China is set to become…
The Dollar Milkshake Theory
Brent Johnson introduced his dollar milkshake theory months ago. Which is a cool named and well explained summary of today’s geofinancial set up. As I…
The Coronavirus Aftermath: A risky world scenario
H. Kissinger pointed out in his recent WSJ article “The pandemic has prompted an anachronism, a revival of the walled city in an age when…