FILE 065FILE 062FILE 046FILE 042FILE 039FILE 032FILE 031FILE 025FILE 024FILE 023FILE 022FILE 019FILE 017FILE 016FILE 013FILE 011FILE 008FILE 004
The Market Bets on Talks, Not Peace
GeopoliticsOctober 23, 202611 min read
Allies Break Ranks as Markets Abandon Ukraine Peace
GeopoliticsOctober 16, 202613 min read
Trump's Venezuela Oil Gambit
GeopoliticsSeptember 4, 202614 min read
When the Grid Says No
GeopoliticsAugust 24, 202614 min read
Alliances as Leverage: Trump's Korea Drill Gambit
DiplomacyAugust 17, 202613 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
The Apache Exchange: US-Iran Goes Direct
GeopoliticsJune 10, 202611 min read
The Ceasefire That Wasn't
GeopoliticsJune 8, 202611 min read
Nationalize AI? Bernie's 50% Stake vs. Trump's Partnership
GeopoliticsJune 5, 202612 min read
Regulatory Capture in Real Time
GeopoliticsJune 3, 20269 min read
California vs Washington on AI: Polymarket Says 10%
GeopoliticsMay 22, 202610 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
Polymarket's 78% Iran Peace Odds Misprice the Hormuz Tail
GeopoliticsMay 6, 202616 min read
Hormuz De-Escalation Reprices Energy and Compute Together
GeopoliticsMay 1, 202613 min read
What the Iran Ceasefire Extension Is Really Hiding
GeopoliticsApril 22, 20268 min read
The Xi Variable: How China Is Breaking Maximum Pressure
GeopoliticsApril 15, 202612 min read