
For investors and readers of world affairs. I analyze how macro, geopolitics and tech move countries, companies and markets, and where that opens opportunities or sets traps.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 129 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||

United Nations, September 2026. Daniel Torok / The White House.
Black Paper: After Greenland, Where Does Trump Press Next?
A map of the competing pressure campaigns, the leading candidate for escalation and the governments best pla...
New York, September 22, 2026. Daniel Torok / The White House.
Black Paper | What Trump Got Without Buying Greenland
A closer look at how Washington can secure part of an island’s strategic value without acquiring the island itself.
Singapore at dusk. Kirill Petropavlov
America can remain the strongest magnet for global capital over the next decade. Investors can still have good reasons to own businesses elsewhere.
An international investment becomes useful wh...
Black Paper: Qualcomm's AI Expansion Comes With a Bill
By the end of this analysis, you will be able to distinguish a credible expansion into AI infrastructure from a transition that creates value for Qualcomm shareholders.
HALEU demonstration cascade, Piketon, Ohio. Centrus Energy.
Black Paper: Nuclear Fuel Comes With a Financing Bill
By the end of this post, you will be able to distinguish fuel access that depends on industrial expansion from access...
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The writers behind this newsletter.
For investors and readers of world affairs. I analyze how macro, geopolitics and tech move countries, companies and markets, and where that opens opportunities or sets traps.
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