A bit of an exaggeration, but I think there's some truth in this comment. Chinese society has an ethno-isolationist worldview that makes it seem like "foreigners" have no relevance...

After the attack on Pakistani students by #Kyrgyzstan people. Pakistani Ummahjeets (Islamist) understood that there is no such thing as Ummah. After this attack, Turkish Muslim U...

Useful translation & interpretation of Caixin article on Chinese take on global debt restructuring approach by PandaPawDragonClaw blog @TomBaxter17 https://t.co/WMcWWUnVm4 Shows t...

After the US attempts to prop a puppet regime through the Prince route turned out to be a damp squib the focus shifts to the south. Signs of reviving the British strategy of engine...

I'm a big fan of NYT's Daily podcast, but the framing in today's episode on China-Africa-US was a bit problematic. "the future is Africa and China owns that future." "China has b...

🧵 My pronouns: Told/You/So 🧵 I don’t mean to gloat (maybe a bit) but here’s what I told you about the future outlook, the US economy and markets, Putins plan to crash the west and...

1/4 I agree with Brad here, and I think this is a very important point misunderstood by many. The reserve currency country doesn't need to run trade deficits so much as it needs to...

This is the front cover of a Deutsche Bank report that I co-authored with @mgspencerhk in 2002 (20 years ago!) on "Will India Challenge China?" At that time it was a totally radica...

My poor Islamic School boys don't understand the suspicious way the world percieves them. They don't know how the world changed on September 11th, 2001. Last year, we were standin...

Some longer term thoughts: This is end of Russia as they know themselves. It took this to do it, but will soon be over for them other than forced labor country beholden to China...

Given the US’ economic and military hegemony, Russia and China chose not to trade sovereign agency for individual freedom. Local culture drives imperialist pulses in old, large nat...

Russia announced today that starting immediately, they will begin selling natural gas to ā€˜unfriendly countries’ in Rubles. This is a far bigger development than is being reported....

Re: USD Wrecking Ball World Tour & The CNY Facade. Lots of hyperventilation lately over the ā€œweaponization of USDā€/imminent doom of USD hegemony as a result. While the de-dollariza...

The asymmetry of this Event is quite stark! And the unintended consequences of this event aren’t fully understood by Markets, Investors and Policymakers alike. An Unprecedented...