April
Trump’s plan to seize Ukraine’s minerals is a strategic debacle
The West just has to wait a little, tighten the screws at the right moment, and Putin will be forced to the table on our terms. Instead, Trump offers him a real estate joint venture.
Trump has already lost his trade war against China
China wins the 21st century only if the West commits suicide, and that is exactly what the US president is urging upon us.
Trump overplays his hand as US flashes full recession alert
The American economy will be hit hard, but it’s beyond delusional to think anyone will be spared from the upending of global trade.
March
‘Never seen anything like it’: Trump’s outrageous new Ukraine deal
The latest version of Donald Trump’s “minerals deal” is unprecedented in the history of modern diplomacy and state relations.
February
Peace in Ukraine would crush energy prices
President Donald Trump cannot hope to maintain America’s energy supremacy while also bringing Russia in from the cold.
December 2024
Why Putin’s Russia may be closer to collapse than we think
If the Saudis decide to flood the world with cheap crude to recoup market share, oil will fall below $40 and Russia will spin out of economic control.
November 2024
Why the world’s biggest climate conference is a cynical scam
The COP process is now worse than superfluous: it has become a cynical exercise in moral blackmail against the West.
October 2024
From Bezos to Dimon, US billionaires tiptoe around Trump
It’s as if January 6 never happened. The US corporate world has either fallen silent or quietly ‘normalised Trump’. Could that be about their stock options?
August 2024
An enormous error has overstated the US boom
Markets have been caught off guard by a drastic revision of non-farm payrolls, the worst miss since the Lehman crisis.
April 2024
New Malthusians are wrong: a rich world will need less energy
We will need to generate only half the energy we do now to replace today’s electricity use, lift the global South, and feed all those data centres. So rejoice.