The Country That’s Winning Everything Except Its Future
open.substack.com/pub/7thing/p...
The Country That’s Winning Everything Except Its Future
open.substack.com/pub/7thing/p...
The Strait Truth. How the Hormuz crisis exposed Europe’s energy dependency – again. open.substack.com/pub/7thing/p...
Many Trump administration officials have privately warned of the disillusionment Kurdish forces have felt when working with the US in the past, and their frequent complaints of feeling hung out to dry by the Americans.
Fragmentation … as hinted at this morning
Why No One Wants Democracy in Iran
open.substack.com/pub/7thing/p...
The AI in Citrini’s Doomsday Scenario Stands For American Institutions
open.substack.com/pub/7thing/p...
Ted has not been won over by the Olympics.
It is not just Trump. The ugliness is a feature, not a bug… www.berlingske.dk/internationa...
Not happening. The relationship is so hard-baked into the psyche, dependencies and ecosystems…
Agenda? European strategic autonomy.
Reality? Bowing to US demands for AfD representation.
It’s worked for the Daily Mail for decades so why begrudge ordinary folks!
One thing to remember about these dinners. Everyone attending will probably have got bios, asked who they were sitting next to or sitting opposite, etc.
The most interesting story in global markets right now isn’t “Sell America.”
It’s that reallocating capital toward faster-growing, less-correlated economies could raise returns and reduce risk at the same time.
My Essay for #Bloomberg on why this is good news!
www.bloomberg.com/news/article...
Someone who rose without trace…
Who could have guessed that the answer to the question of how to deal with a sleazy, greedy regime would not be to find a sleazy, greedy representative.
college application help is my go-to example for how American guanxi works - in its most powerful form, it can't be a simple market transaction, but still grows out of business and power relationships
The Dirty Secrets. What we actually know about the Epstein network. open.substack.com/pub/7thing/p...
Bad news from BIS. High-debt countries might find themselves unable to fight inflation or stimulate growth effectively. www.bis.org/publ/work132...
Unappointing appointees seems pretty reasonable.
Like Jesus Ochoa and Raymundo Gutierrez leaving south Texas.
“Brexit, just the beginning”
Who might stop an attack on Iran? The regionally resentful. open.substack.com/pub/7thing/p...
🙏 - saw it via Matthew Booker
H/t Matthew Booker
“But Mr. C is not a born Nazi. He is the product of a democracy hypocritically preaching social equality and practicing a carelessly brutal snobbery. He is a sensitive, gifted man who has been humiliated into nihilism. He would laugh to see heads roll.”
“Were he primitive and brutal he would be a criminal—a murderer. But he is subtle and cruel. He would rise high in a Nazi regime. It would need men just like him—intellectual and ruthless.
“Already some of them are talking his language—though they have never met him. There he sits: he talks awkwardly rather than glibly; he is courteous. He commands a distant and cold respect. But he is a very dangerous man.
“Pity he has utterly erased from his nature, and joy he has never known. He has an ambition, bitter and burning. It is to rise to such an eminence that no one can ever again humiliate him. Not to rule but to be the secret ruler, pulling the strings of puppets created by his brains.