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The Portfolio Rebalancing Model of FX
Wither the Mighty Dollar?
12 hrs ago
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The Portfolio Rebalancing Model of FX
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April 2025
Notes for Mark Carney
History beckons
Apr 30
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Notes for Mark Carney
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Debunking the Pettis-Miran Hypotheses
And how did we get here?
Apr 13
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Debunking the Pettis-Miran Hypotheses
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Notes on the geopolitical implications of Liberation day
The global fallout of Liberation Day cannot be judged solely on the basis of the list of published tariffs.
Apr 4
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Notes on the geopolitical implications of Liberation day
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March 2025
Israel is the Latin Kingdom
Why does the Jewish state punch so far above its weight?
Mar 28
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9
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Israel is the Latin Kingdom
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Paid Subscription Tier
Plans, benefits and special offer
Mar 15
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Paid Subscription Tier
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The End of US Hegemony
Triepel, Schroeder and the Trump capitulation
Mar 15
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The End of US Hegemony
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Europe after US Hegemony: player or playing field?
As I’ve explained before, the Americans have to depart Europe for Asia simply because holding the line on the central front will consume the entire…
Mar 12
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Europe after US Hegemony: player or playing field?
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'Nothing Ever Happens' to 'Everything, Everywhere, All At Once'
I’ve been thinking about this meme a lot these days.
Mar 2
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'Nothing Ever Happens' to 'Everything, Everywhere, All At Once'
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18
February 2025
German Submission to the Americans, 1944-2025
Is it over?
Feb 16
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27
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German Submission to the Americans, 1944-2025
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15
January 2025
GABI as a model for the Second China Shock
Geoeconomics meet biogeography
Jan 27
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26
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GABI as a model for the Second China Shock
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6
December 2024
The Etiology of American Instability
Why did no one notice?
Dec 12, 2024
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49
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The Etiology of American Instability
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