Finance
Data and Discretion - The Future of AI
The AI revolution isn't happening in Silicon Valley boardrooms or research labs — it's happening in the mundane daily grind of actually using these tools.
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Burning the Boats
Finance and foreign policy — translated, never simplified.
Latest Articles
The Free Market Is Dead. Long Live the Free Market.
The bipartisan consensus on industrial policy represents the most consequential shift in American economic philosophy since Reagan declared government the problem.
Globalism 2.0: The Underwriting Era Is Over
For nearly a century, the United States underwrote a global system built on open trade, expanding growth, and cheap efficiency. That era is ending. As demographics shift, strategic competition intensifies, and national security priorities harden, globalization is being reorganized around alignment, resilience, and conditional access. Globalism 2.0 isn’t collapse — it’s repricing. And the difference between panic and positioning is recognizing the shift before it becomes obvious.
Why Ukraine matters to US interests and support should be maintained
The war in Ukraine is the best deal the American defense establishment has ever gotten. For a fraction of the annual defense budget, the US is degrading a primary adversary without losing a single soldier.
Quantitative Tightening by the Federal Reserve: What it Means for the Stock Market
The Federal Reserve's decision to begin quantitative tightening (QT) has raised concerns among investors about the impact it could have on the stock market. QT is a monetary policy tool used by central banks to reduce the money supply and decrease inflationary pressure. In this New York Times-style article, we will explore what quantitative tightening means for the stock market and the potential risks and opportunities it presents for investors.
Foreign Policy and Its Impact on Your Daily Life
You don't think about foreign policy when you fill your gas tank, buy groceries, or check your 401(k). You should. Because foreign policy is already thinking about you.
Isolationism vs Internationalism: Weighing the Pros and Cons
The isolationism-vs-internationalism debate is a false binary that flatters both sides. America has never been either. It's been strategic — and forgetting that is how empires stumble.
One Belt, One Road - What's the end game?
China isn't building roads. It's building dependencies. The Belt and Road Initiative is the most ambitious geopolitical project since the Marshall Plan — and it's designed to do the opposite.
The Quad - The Fight for the Indo-Pacific
The Quad isn't an alliance. It's not a treaty. It's something potentially more dangerous to Beijing — four democracies that control every chokepoint China needs.
The Rise of Civilization States
The nation-state was a revolutionary idea. It's also a recent one. And the forces that built it are now building something else entirely.