- February 26, 2019
Hedging the Ultimate Tail Risk: Breakup USA
Some things are so horrible, you don’t want to think about them.
Read moreConnecting the Dots Archive, February 2019
- February 19, 2019
Fake Capitalism Is a Bigger Threat Than Socialism
Many people are worried socialism will take over the US. They’re sure it will be awful.
Read more
- February 12, 2019
Trade Power Goes with Military Power
Five years ago this month, Ukraine’s “Euromaidan” Revolution led to Russian forces occupying the Crimean peninsula and parts of Eastern Ukraine. The US and Europe imposed economic sanctions in response. Pundits like me proclaimed a new Cold War.
Read more
- February 5, 2019
Finally, a China Strategy That Might Work
The US and China are racing to craft some kind of trade agreement before March 2, or else President Trump says he will impose stiff new tariffs.
Read more