Global Macro and Geopolitical Systems Analysis
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 58 | Founded | 6 years ago | Last Issue | a month ago |
| Active | |||||
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globalwatchower.substack.comLatest Issues
The US - China dance
The G2 phase
On 24 September President Xi and President Trump will meet again, this time with Trump playing host at the White House. Xi’s first visit there since 2015. It will likely be nearly impossible to glean true achievements from...
Analogies and hyperbol
Firehose of falsehood
The media strategy of flooding the news with all forms of criticism and skepticism is as old as the hills and surely pre-dates social media and the internet. However, what google, and now AI have brought to the tab...
The crisis house of mirrors
Crisis alert
Anyone that has run overnight risk for many years knows what it’s like to try to sleep when you have large positions and the world is in the state of chaos. Add leverage to the mix and it’s a wonder anyone sleeps at all. Su...
Trading for profit in a skeptical world
Useful journalism
Over the past year I’ve written a number of ‘narrative pushback’ pieces at times when the market seems to be struggling with who or what to believe. Financial journalism has played a huge role in this, as Bloomberg, th...
Full-stack diplomacy
The national security view
The US has a lot of familiarity with the ‘full-stack’ concept. It has been managing highly sensitive military hardware projects with this in mind for decades. The F-35 examples are many and easily understood....
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Authors
The writers behind this newsletter.
Internationalist, 30+ years in global financial markets, Global Macro PM, currency market & Japan specialist, Author of Watchtower Series on Substack, commenting on global markets & geopolitical system risk.
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