Geopolitics & the Day After
To begin this week’s newsletter, we examine Ukraine’s recent offensive into Kursk, highlighting the geopolitical ramifications of the invasion. Then, we touch on markets, including what some analysts believe to be a “fools’ rally” as well...Geopolitics & the Day After
To begin this week’s newsletter, we examine the future of war and geopolitics, highlighting both advancements in autonomous weapons and theories of geopolitical blocs. Then, we touch on the threats that the US economy currently faces, from fears of recession to...Geopolitics & the Day After
To begin this week’s newsletter, we examine the factors that triggered the global equity selloff that occurred earlier this week. Then, we touch on the recent election in Venezuela, which has been marred by accusations of widespread fraud. We then move on to a...Geopolitics & the Day After
To begin this week’s newsletter, we examine the tensions that threaten access to critical resources, touching on both advanced ones like South Korea’s $4 trillion semiconductor industry and basic ones such as water scarcity in Northern Africa. Then, we...Geopolitics & the Day After
To begin this week’s newsletter, we examine the slowdown of China’s economy, including the policy responses that Beijing has initiated, alongside the surprising growth and robustness of the Japanese economy. Then, we touch on small-cap stocks, which have...Sign Up for Our Publications
