Geopolitical Posts

Tariffs & changes to the global trading order

What the new tariff regime means for the world

Apr 5 •

China starts consuming itself

The future in China looks far darker than we imagined with large implications

Dec 7, 2023 •

History's Verdict: Charles De Gaulle

This one is kind of random, but an old Frenchman who was a roommate of mine served in the French Army and knew De Gaulle.

Oct 28, 2023 •

Chinese debt (what we know of the larger picture)

Reuters had a great article today here. China has a habit of “giving” local governments unfunded mandates. This absolves the national government of…

Oct 17, 2023 •

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