Sitemap - 2024 - Leading Thoughts: Geopolitics, Economics & Markets
The Nightmare Ahead for Central Bankers
Don't be fooled, Russia's economy is staggering
Investment Lessons from Damascus
Colin Powell's Advice on Starting a (Trade) War
The Next Crisis on America's Southern Border
Can Markets Price in Nuclear War?
Can Markets Price in Nuclear War?
The G-19 Takes Stock of America First
Is Trump's America a Better Investment?
Are the Yard and Fence Coming into View?
Should Emerging Markets Root for Trump?
How Investors Waste Time on Geopolitics
"Triple Pivot" for the Global Economy
Are Investors Ignoring the Election?
Why Financial Markets and Finance Ministers Fail to Communicate
Europe's Getting a Phone Number
What Comes After the Soft Landing?
Is It Time to Underweight the U.S.?
Punishing the No-Shows to the Dollar Party
How High a Fence? How Small a Yard?
My Dreams of Geoeconomics - and Why They Should Be Yours
What's Behind the Market Swoon?
What Global Investors Should Learn from the Olympics
Lula’s Brazil: Geopolitical Linchpin or a Bridge to Nowhere?
An Investor's Guide to the New Republican Party
Wait, Just What Is the "Trump Trade"?
What Happens After the Fed Sticks the Landing?
Sound Advice from the Declaration of Independence
Unit of Account, Store of Value, Means of Exchange - and Diplomatic Tool
Investment Advice from the Committee to Save the World
Trump, Inflation, War, Apple & China
South Africa's Election Offers Welcome Relief, But Little Enthusiasm
Five (Mostly) Free Ways to Boost American Economic Statecraft
China Out, America In and Russia Down
What Jerome Powell Really Thinks
How Crypto Will Reinforce Dollar Dominance
Hey Class of 2024! Wanna Be a Banker?
It's Not Spring Until the Spring Meetings
Europe's Recovering, But Don't Expect Miracles
Turkey Recognizes the Laws of Gravity
LinkedIn Bid for TikTok Marks Breakthrough
The Strange Coherence of Donald Trump's Economic Statecraft
How Much India Risk Is Too Much India Risk?
The China Threat We Should Really Worry About
Investment Advice from America's Spies
Emerging Markets Investors Understand the U.S. Election All Too Well
If You Had a Billion Dollars and a Crystal Ball ...
Short History of the Nikkei from Bubble to Boom
Russia Still Can't Defeat Ukraine
Money, Morality and Alexei Navalny
Why This Should Be the Moment for Emerging Markets -- But Isn't
What Won't Cause the Next Recession -- and What Will
Is Inflation's "Last Mile" That Much Harder?
What If the Climate Threat Were a Klingon Attack?
Which Central Bankers Should Spike the Ball?
Quick Math on Houthis, El Nino and Inflation