Leading Thoughts: Geopolitics, Economics & Markets
Christopher SmartA decade from now, what will you wish you had known today?
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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| Issues | 267 | Founded | 3 years ago | Last Issue | 8 days ago |
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leadingthoughts.substack.comLatest Issues
Summit Sentiment vs Structural Strain
Photo by Bjorn Maser via Unsplash!
As the readouts and analyses roll in from last week’s Beijing summit, investors may feel confused. If the relationship between the United States and China is unraveling, why did Donald Trump and Xi Jinpin...
Not Everyone Loves a Parade!
Photo by Shari Loessberg
In November 1941, with German forces some 50 miles from Moscow, Stalin ordered a showy parade through Red Square to commemorate the Bolshevik Revolution. Some troops were marched directly from the front to particip...
"Not Minding That It Hurts"
Photo by Collection Christophel via Alamy
“Of course it hurts,” says the actor Peter O’Toole in the title role as Lawrence of Arabia as his fingers squeeze the flame from a match. “The trick … is not minding that it hurts.” Both Washington...
On Iran, Are You "Team Carrot" or "Team Stick"?
The author (right), playing for Team Carrot
As you track the expert commentary on the Iran War, you will notice a pattern. Whether they come from military, academic or investment backgrounds, everyone agrees that the Iranian government is...
Tick, Tick, Tick, Tick
Photo by Agê Barros on Unsplash
Investors looked eager last week to believe that a deal between Washington and Tehran was imminent and that disruptions to the global economy could be quickly repaired. With reports that negotiations might a...
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Authors
The writers behind this newsletter.
Managing Partner, Arbroath Group, the geopolitical strategy firm; @WEAdvisors; former @USTreasury & White House; @CFR; @CFAInstitute; @RedSox Nation
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