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Global Watchtower

Mark Farrington

The Observer's Log

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues53Founded5 years agoLast Issue7 days ago
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Latest Issues

Tokyo, global financial centre renaissance

Estuaries and abundance

Estuaries equal natural abundance. The ecosystem that forms around a natural estuary is built on abundance and constant opportunity. Contrast this to the watering hole for arid lands, where a survival ecosystem e...

7 days ago
10
1

Multiple regional security frameworks, multiple strategies

Regional security frameworks

The NSS 2025 flagged this tenant of the strategy in December, but a number of strategic changes were already making the new policy clear. The US has moved from a comprehensive global power projection posture...

16 days ago
5

New world order layers become more visible

Trade for business, not politics

Last week, Scott Bessent stood up at the Reagan forum and gave a speech worth reading in full (here). Strip away the occasion and the message was this: the United States can no longer run trade and natio...

a month ago
22
1

Mid-year optimism, and chokepoint management

Mid-year review

Taking stock as we approach mid-year 2026. Reviewing thematic progress, and strength of growth tailwinds from frameworks grounded in reality, as opposed to the verbose and conjecture-based political narratives. Conjuring...

a month ago
12
1

Framework wrong, forecast wrong

No Powell doctrine here

Listening to a lot of intelligent market participants on podcasts and reading their collective thoughtful posts across the domain specialisation spectrum (IR, global macro, politics, national security, etc), I no...

2 months ago
18

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  • Mark Farrington

    An early globalist, formative years in Asia, first foreign BoJ Watcher, 35 years in global markets as a PM, political scientist, early tech adopter. Providing commentary through an experienced observer's lens.

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