Ashna Dhuper's Substack
Ashna Dhuper, Cameron Fen, Riko KardamowMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 16 | Subscribers | Read | ashnawrites.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The hidden transmission from war to bank balance sheets
Geopolitical risk is rarely treated as a balance sheet variable. It sits in risk disclosures, discussed in narratives but excluded from models. Yet history shows that geopolitical shocks transmit into banking systems through clear, repeatab...
Who is winning the war?
A widely shared thread on X, with over a million impressions, makes a bold claim: the United States has spent the last four years building global energy dominance, and the Iran war has sealed it. It’s a compelling story but it’s incomplete....
What 1956 Taught Us About 2026 & why the US Dollar Should Be Worried
Seventy years separate these two crises. The weapons are different. The geography is different. The players have different names. But strip away the surface detail and you are looking at the same film, running again with one critical differ...
The War at Sea: The Supply Chains You Didn’t Know Were at Risk
On 2 March 2026, a senior official of Iran confirmed what shipping markets had already priced in: the Strait of Hormuz was closed. Any vessel attempting transit would be fired upon. Within 72 hours, tanker traffic had collapsed by an estima...
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Authors
The writers behind this newsletter.
The world’s messy. Money is political. I cover personal finance, geopolitics, and economics and how they collide.
I am an economics Ph.D. who applies deep learning to macroeconomics. I also spent time writing about investing. The blogs I write cover finance, economics, politics, tech, and some crypto.
research on energy, macroeconomics, and geopolitics.
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