
Strategic intelligence on geopolitics, China, commodities, and the forces reshaping the global economic order.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 223 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||

Click To Read Article
Attached is an article written by our friend Peter Hanseler, a Swiss lawyer who has lived in Moscow for many years and who knows his way around the traps there.
The article states clearly that Russia winning the war...
Global oil supplies but replaces what has been shipped to China, India and Europe to being shipped to America.
What follows is a summary of a piece written by Karl Miller that appeared in Larry Summer’s piece on 30th August entitled ‘Feeds...
Inflation is not beaten. The Fed’s next moves, energy shortages and geopolitical shocks could drive recession in 2027 and an inflation surge from 2028 onward.
At first glance nothing could be further from sight than an interplay between Wy...
The interplay between the Fed Chair's speech, the situations in Iran and Ukraine, and their impact on global markets and inflation.
Simon highlighted Lacey Hunt's shift from a bond market bull to expecting higher inflation, greater volatil...
We have twice previously sent out pieces by Mickey. The first was details of his book, The Entropy Trap, and the second was a piece he wrote on China following on a report which we had written on the country coming to similar conclusions....
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The writers behind this newsletter.
Strategic Advisors on the global economy, including Geopolitics, China and the Copper Industry
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