geopolitics
Beyond the Rhetoric: Decoding the Economic Warfare Between China and Japan
Beijing’s economic pressure on Tokyo over Taiwan signals a new era of geopolitical risk for investors, impacting supply chains, markets, and the global economy.
The Great Energy Gamble: Why India’s Russian Oil Strategy Is a High-Stakes Play for the Global Economy
India doubles down on Russian oil, navigating geopolitical risks and economic gains. A deep dive into the implications for global finance and markets.
The New Energy Silk Road: How US LNG is Fueling Ukraine’s Future and Reshaping Global Finance
A new energy corridor from the US to Ukraine via Greece is reshaping European geopolitics, finance, and investment opportunities in the global economy.
Carrots, Sticks, and Crude Oil: Decoding the High-Stakes Economic Chess Match in Venezuela
The US is employing a “carrot and stick” approach to Venezuela, mixing military pressure with diplomatic talks. This has huge implications for the economy.
Bismarck’s Ghost: Why 19th-Century Russian Strategy Haunts Today’s Global Economy
History offers a stark warning for modern investors. Russia’s current geopolitical stance isn’t new; it was a challenge even for statesman Otto von Bismarck.
The Digital Euro: A Solution in Search of a Problem?
The ECB’s digital euro project faces criticism for its unclear benefits to consumers, suggesting unspoken geopolitical and economic motives are the real drivers.
Power Plays: Inside the Sequoia Shake-Up, Wall Street’s Soccer Bet, and the Oil Trade of a Lifetime
A deep dive into the Sequoia Capital coup, Apollo’s bet on European football, and how a 31-year-old trader made millions from Russian oil.
The SaaS of War: How DroneShield Turned AI and RF into a Billion-Dollar Defense Play
From a quirky idea to a billion-dollar defense tech leader, discover how DroneShield’s AI and SaaS model are revolutionizing modern warfare.
Beyond the Hull: The Deep Economic Currents of a Single Statistic
A single statistic about submarine construction reveals a deep story of industrial economics, long-term investing, and the future of financial technology.
The Geopolitical Compass: Navigating the New Landscape of Global Finance
Geography is the most underrated force in modern finance, shaping everything from the stock market and fintech innovation to investment risk and the global economy.
The €300 Billion Dilemma: Why Seizing Russian Assets Could Destabilize the Global Economy
Seizing €300B in Russian assets pits moral urgency against profound risks to the global economy, threatening the Euro and the principles of international finance.
Beyond the Assembly Line: Why China’s Chip Exemption for Carmakers is a High-Stakes Move in the Global AI Race
China’s chip exemption for carmakers is more than a supply chain fix; it’s a strategic move in the global tech war with huge implications for AI and innovation.