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The Eurasian Century

Cyclical Value Investing

Learning from economic and historical cycles for investing and adapting to the coming Eurasian Century

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Issues155Founded4 years agoLast Issue4 months ago
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Latest Issues

Turning To Macro

In my previous article, I explained in September how I am convinced that we are heading for a WW3-type of conflict engulfing all of Eastern Europe and the Middle East, in what is apparently 2 separate conflicts: Europe vs Russia & Israel/US...

4 months ago
6

Coming Back

In early summer, I had doubts about where to take this publication.

On one hand, it clearly did not bring enough money to be worth the effort.

Thanks to the generous help of one of my readers, this is no longer fully true. I also feel I...

9 months ago
7
1

Trade Collapse

And The Bifurcating World Economy

As the tariff war is ongoing, a few developments of note happened, leading me to think that a very interesting, and maybe a first in history, is happening.

a year ago
5
4
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Trump 2.0

Trade Wars It Is

As markets were rocked by Trump's assault on the entire world with tariffs, I wondered how to discuss it. This was following a hiatus due to sickness and a general doubt about where to take this publication.

a year ago
5
2
Paid

DeepSeek & Destroy

Analyzing the 1st, 2nd and 3rd order of Cheap + Powerful + Open Source AI

If you have somehow missed it, a previously mostly unknown quant hedge fund in China released DeepSeek, an AI performing as well as, if not better than the most adva...

a year ago
7
4
Paid

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  • Cyclical Value Investing

    Biochemist, entrepreneur, finance (ghost)writer Analyzing long-term cycles and narrowing on individual undervalued stocks riding the next decades-long trends

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