The Arctic Fracture and the End of the Atlantic Alliance
The ice is breaking. Not just the glaciers.Washington is playing a high-stakes game of territorial chicken. The quixotic campaign to…
Category: Economy
The Davos Disruption and the New Fiscal Reality
The Alpine Chill Meets Washington HeatThe snow in Davos is falling. The globalist consensus is melting. President Trump took the…
The World Bank Choice Architecture Gambit
Psychological Governance in the Age of DebtThe World Bank is hiring. Not just economists. They want psychologists. They call it…
Washington and Beijing Are Negotiating the Terms of a Divorce
The Snowy Stage and the Thinning AirThe Congress Center in Davos is a fortress of optimism. Outside, the reality is…
South Korean Growth Hits a Sudden Wall
The Han River Miracle StallsThe numbers are in. They are ugly. Seoul is reeling from a data print that few…
The Millionaire Class Turns on the White House
The erosion of the stability premiumThe money is moving. It is moving fast. High net worth individuals are no longer…
The High Price of Global Job Creation
The World Bank issued a directive this morning. It was a plea for physical capital. They argue that jobs are…
The Davos Consensus is a Mirage
The Champagne is Cold but the Data is ChillingThe private jets have finished their descent into Zurich. Tomorrow, global power…
The Arctic Acquisition Strategy Rattles Global Markets
The Davos DisruptionThe jet is fueled. The rhetoric is sharper. The World Economic Forum in Davos is no longer a…
The Great Retail Downshift Hits Amazon Prime
Consumer loyalty is a luxury the American middle class can no longer afford. Amazon CEO Andy Jassy confirmed the shift…