Sitemap - 2025 - Leading Thoughts: Geopolitics, Economics & Markets
This Week's Chart, Next Week's Markets
How to Invest in America's New National Security Strategy
This Week's Chart, Next Week's Markets
The AI Bubble Is Coming, But It's Not Here Yet
This Week's Chart, Next Week's Markets
This Week's Chart, Next Week's Markets
Saudi Arabia's Investments in America Are a Favor - for Saudi Arabia
Can America Sharpen Its Tools of Economic Statecraft?
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The Data Will Return, But They'll Be Messy
Russia's Territorial Gains Won't Compensate for Losing Trump
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America's "New [Insert Adjectives Here] Global Trade Order"
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What Xi Jinping Is Thinking This Week
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This Week’s Chart, Next Week’s Markets
Why You Should Never Write About the "Postwar Rules-Based Order"
Asia's Newest Leaders Face Fresh Obstacles to Reconciliation
This Week's Chart, Next Week's Markets
Has the Middle East Hit Bottom?
This Week's Chart, Next Week's Markets
Bond Investors Need a Pep Talk More Than the Troops
AI Won't Solve America's Budget Crisis
This Week's Chart, Next Week's Markets (29ix25)
How UNGA Matters for Investors
This Week's Chart, Next Week's Markets
Where Will Stephen Miran Place His Dot?
Why Is Trade Uncertainty Heading Higher?
This Week's Chart, Next Week's Markets
Why This Week's Euro Crisis Isn't a Crisis
Why This Week's Euro Crisis Isn't a Crisis
Trump's Ukraine Diplomacy Has Done More Than You May Think
Is this "Axis of Evil" an Axis?
Seven Questions Every Investor Should Ask
The Fed Chair Search Widens; What If Trump Calls You?
Imagine What a Ukraine Deal Might Include
What You Don't Understand About Trump's Trade Victories
Crypto, Innovation and ... the Deep State
Why is Xi Jinping Mad at Europe?
Crypto Week: Congress Hits the Accelerator and the Brake at the Same Time
Bracing for Escalation in Ukraine
Are Trade Wars an 'Aberration' in an Alliance?
Will Anything Stop This Market?
So much for the "Axis of Evil"
Middle East Shocks Beyond the Middle East
You Can Be a Trade Negotiator, Too!
Investors Need Their Eyes Wide Open
Newton's First Law of International Trade
Europe Searches for the Rules of the New World Order
Searching for the Trade War Winners
Who Really Has the Cards on Ukraine?
The World Assesses America’s Policy Earthquake
If You Sell in May and Go Away, When Will You Come Back?
What Could a U.S.-China Deal Look Like?
Trump Presents America's New Business Model on First Earnings Call (Ticker: USA)
When Does the Indispensable Nation Become Less Indispensable?
Abracadabra! See the Markets Soar!
Why Putin Is Dragging His Feet
Guns, Chips, Volts & More: How to Invest in a Troubled World
Even "Dirty Fifteen" Is Too Many
Advice for the New CEO - from the Old CEO
The Latest from Xi Jinping's Diary
Trade Agenda for a Zero-Sum World
When the Ground Suddenly Shifts ...
Why Russia Won't Abandon China
"There's a Horse Loose in the Hospital!"
Will Europe Hang Together or Hang Separately?
Should You Invest in Europe Without America?
A Man, A Plan, A Canal - Panama!
"Kill a Chicken to Scare the Monkeys"
Why DeepShock Makes My Brain Hurt
America First Trade Policy on Jeopardy!
Five Answers Investors Need to Get the Rest of the Decade Right