Netanyahu Lost His Majority and Called It Stolen
GeopoliticsOctober 30, 202610 min read
The Lab That Addressed the IMF
GeopoliticsOctober 19, 202613 min read
Anthropic Said No to the Pentagon. It Got Blacklisted.
GeopoliticsSeptember 25, 202613 min read
Europe Drops Russia Sanctions as Its Airspace Gets Probed
GeopoliticsSeptember 23, 202612 min read
Open Weights Are Now Statecraft
GeopoliticsSeptember 21, 202613 min read
Germany Cracks: The AfD and the 500B Doom Loop
GeopoliticsSeptember 14, 202614 min read
Switzerland Just Fired Microsoft
GeopoliticsSeptember 7, 202612 min read
Trump's Venezuela Oil Gambit
GeopoliticsSeptember 4, 202614 min read
How Taiwan Risk Is Repricing the Chip Supply Chain
GeopoliticsSeptember 2, 202611 min read
Russia's Frozen War Is Cracking at the Table
GeopoliticsAugust 31, 202613 min read
The Open-Weight 'Letter' Is a Lobbying War
GeopoliticsJuly 27, 202612 min read
The South China Sea Is the Flashpoint Nobody Is Pricing
GeopoliticsJuly 20, 202615 min read
China's K3 Gambit Is a Power Move, Not a Launch
GeopoliticsJuly 17, 202612 min read
Trump's Hormuz Toll Play and the 88% Market Spike
GeopoliticsJuly 13, 202614 min read
Trump vs the Alliance: What the Ankara NATO Summit Revealed
GeopoliticsJuly 10, 202616 min read
Netanyahu's 18-Point Collapse
GeopoliticsJuly 3, 202611 min read
The Distillation Paradox: Embargo vs. Open Weights
GeopoliticsJune 26, 202610 min read
The Weights Embargo
GeopoliticsJune 24, 202610 min read
China Just Won the Rare-Earths Race
GeopoliticsJune 22, 202611 min read
Chamath's 18 Months: Taiwan, TSMC-Arizona, and the Clock
GeopoliticsMay 18, 202612 min read
Xi Said the Quiet Part: Taiwan 'Could Trigger Conflict'
GeopoliticsMay 15, 20268 min read
Trump Arrives in Beijing Already Losing the Room
GeopoliticsMay 13, 202612 min read
Sovereign Compute, Sovereign Army: The 2026 Through-Line
GeopoliticsMay 11, 202614 min read
Polymarket's 78% Iran Peace Odds Misprice the Hormuz Tail
GeopoliticsMay 6, 202616 min read
UAE Quits OPEC: How the Hormuz War Cracked the Cartel
GeopoliticsMay 4, 202613 min read
Russia's Reserve Wall Cracks, Polymarket Won't Move
GeopoliticsApril 27, 202612 min read
Panda Bonds: China's Quiet Play for European Loyalty
GeopoliticsApril 24, 202610 min read
What the Iran Ceasefire Extension Is Really Hiding
GeopoliticsApril 22, 20268 min read
UAE's Yuan Warning: The Petrodollar's Quiet Crisis
GeopoliticsApril 22, 20269 min read
The Xi Variable: How China Is Breaking Maximum Pressure
GeopoliticsApril 15, 202612 min read
The Hormuz Blockade: UK Refuses, NATO Fractures
GeopoliticsApril 13, 202611 min read