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Global Watchtower

Mark Farrington

The Observer's Log

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues51Founded5 years agoLast Issue16 days ago
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Latest Issues

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...

16 days ago
19
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...

24 days 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...

a month ago
18

System baseline for global dependencies

An overreaction

How did we travel so quickly from the modern foundational principle in International Relations; that democracies don’t go to war with each other, to the current state of affairs where historical trading partners and alli...

2 months ago
12

New domains of great power projection

Maritime rivalry is back

US foreign policy in 2026 has brought the maritime domain decidedly back into focus. Black Sea and Baltic Sea antics during the early part of the Russia-Ukraine war kicked it off in 2022, but the US has now used...

2 months ago
15

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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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