
The Observer's Log
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 51 | Founded | 5 years ago | Last Issue | 16 days ago |
| Active | |||||

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...
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...
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...
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...
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...
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The writers behind this newsletter.
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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