Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
A fools guide to Putin and Ukraine
April 17, 2025, 4:51 p.m.
Trade wars thru a geopolitical prism
April 10, 2025, 10:10 a.m.
Reflections from Istanbul
April 7, 2025, 6:26 a.m.
Ukraine would be signing away its sovereignty by accepting the US minerals deal
March 28, 2025, 9:50 a.m.
Ukraine peace talks - Trump blew a winning hand
March 26, 2025, 4:31 p.m.
Turkiye - durability in times of crisis
March 26, 2025, 12:12 p.m.
Russia - blood money
March 19, 2025, 7:36 p.m.
Imamoglu’s arrest raises numerous red flags
March 19, 2025, 11:22 a.m.
Trump delivers on Putin’s plan to ensure Ukraine fails
March 18, 2025, 9:25 a.m.
Frozen RU assets - will Europe ever wake up?
March 14, 2025, 5:18 p.m.
The US has switched sides
March 14, 2025, 3:13 p.m.
Putin - yes but no.
March 13, 2025, 4:36 p.m.
Is Trump chicken on Kyiv?
March 13, 2025, 12:35 p.m.
A game of chicken: Kyiv or Kiev?
March 13, 2025, 10:04 a.m.
An imaginary conversation between Yermak and Witkoff
March 11, 2025, 4:52 p.m.
Europe is in a fight for its very survival
March 7, 2025, 7:57 a.m.
Ukraine - plan for the worst case scenario
March 6, 2025, 3:29 p.m.
Trump literally has no clue on Ukraine
March 6, 2025, 9:53 a.m.
Zelensky - bowed, but not beaten
March 5, 2025, 1:35 p.m.
Ukraine - telling it as it is
March 3, 2025, 11:34 a.m.
Ukraine - Silver lining to ambush in Oval Office saloon
March 3, 2025, 8:40 a.m.
Ukraine will fight on
Feb. 28, 2025, 10:49 p.m.
Ukraine - Q&A around prospects for peace
Feb. 27, 2025, 7:01 p.m.
Ukraine - All that shines is not gold
Feb. 26, 2025, 2:54 p.m.
From Global Britain back to European Britain
Feb. 26, 2025, 7:31 a.m.