STOCKS economy politics MARKETs
Investors should be on guard for a more volatile and disruptive phase ahead.
MACRO POLITICS economy policy
American civilization like any other is a transitory thing. But the effort to meet the challenge of the rising East may yet reinvigorate it.
MACRO Politics climate china us inflation
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
SALON china politics taiwan
China’s investment landscape is undergoing dramatic change. We dig into the real story behind the tech crackdown and latest policy moves.
SALON CHINA POLITICS
At a time when tremors in China are rippling through world, understanding the content of Xi’s new scripture—Common Prosperity—takes on urgency.
SALON POLITICS
SLACK POLITICS markets crypto
We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.
MACRO stocks politics economy
With eyes wide shut, most people don’t expect to see what they’re not looking for. We encourage you to open your eyes.