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Thematic Markets

Thematic Markets

Differentiated, value-added insights into the themes drving the global political economy and markets.


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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Addendum to Leitmotif 8: EU spins the Wheel of Fortune

EU Parliament’s de facto rejection of “One-China” policy

3 months ago

May you live in interesting times, The Wheel of Fortune

Leitmotif 8: Global entropy tips over the Complexity cascade

3 months ago

Observation: Carlson vs Putin

###### This free publication follows on from the free insights I provided in Global entropy and its potential for a rapid descent into global disorder, as I described in Global entropy: Enter the dragons.

4 months ago

May you live in interesting times, The Tower

Leitmotif 7: A Western crisis of confidence

4 months ago

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The writers behind this newsletter.

  • Thematic Markets

    Marvin Barth's strategic vision to navigate uncertainty: unique, thematic insights into the global political economy and markets informed by ~30 years of policy and market experience. Value-added analysis informed by rare knowledge, not commentary.

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