The End of American Hegemony
The man who predicted the fall of the Soviet Union turns his crystal ball toward the U.S.
What Comes Next
Your chance to ask the man who predicted the COVID crash, the crypto bear market, and Russia’s invasion of Ukraine.
Strange New Respect For Nazi-Adjacent Pagans
“Looking at the footage of Azov Regiment’s pagan solstice celebration, we see the true frontline, the folk beliefs…”
Revisiting The Rationale For Pouring Money Into Ukraine
The supposed $100 billion bargain.
Ukraine Reaps The Whirlwind
Seven years after mocking the Ukrainian-induced water shortage in Crimea, President Zelensky’s citizens wait in lines for fresh water. Plus, an update on our “Long energy, short Treasuries and tech” approach following the Fed meeting Wednesday.
The Case Against China Invading Taiwan
Why China probably won’t invade Taiwan. Plus, an update on betting against Chinese stocks.
Preventing World War T From Turning Into World War III
How Elon Musk’s takeover of Twitter can be a force for peace. Plus an update on our macro call after an eventful week in tech capped by Musk’s acquisition of Twitter.
What Comes Next In China
Why one analyst argues China may try to take Taiwan as early as this winter. Plus, an update on how our bearish China ETF has performed since we included it in a portfolio last week.
A Man Who Saw The Future
John Pilger’s prescient warning from 2014 about the West’s intervention in Ukraine.
Questioning The Ukraine War Narrative
Questioning the narrative of Russian aggression. Plus, an update on a portfolio designed to weather war, inflation, and recession risk.