Geopolitics

The US Supreme Court and the future of the country’s navy.

Nov 8 •

Playing Catch Up

The nuclear race goes critical.

Nov 4 •

Mental Models: Six Axioms That Explain the World as It Is (For Now)

Pro Tier: October 2025 Doom Zoom

Oct 28 •

Forcing Function

The global implications of Ukraine’s dire fiscal situation.

Oct 24 •

The Nexperia affair and the sobering incompetence of Western leaders.

Oct 20 •

Why the events of last week changed everything.

Oct 16 •

Final Countdown

The end of the EU is near, and it’s going to get ugly.

Oct 11 •

Drug cartels, oil, and the future of Mexico.

Oct 7 •

Pro Tier: September 2025 Doom Zoom

Sep 29 •

Argentina’s troubles and how they might resolve.

Sep 28 •

Will China’s chip ambitions trigger the next financial crisis?

Sep 23 •

Thinking laterally about Trump’s grand realignment plan.

Sep 10 •

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