Grand Framework Global Macro

The Era of Regime Change: why the 21st century demands new software

anti-involution

China’s Quest for Sustainable Growth

Commodities or the Collateral of Power

The Strategic Repricing of the Real World

The Three-Body Dance

Finance, Power, and Chaos in the 21st Century

From the Treasure Fleet to the Belt and Road Initiative:

History, Legacy, and Global Strategy

Navigating our Global Macro Cycle

From Jevons’ Paradox to Social Darwinism in the Age of AI

Are we Walking Backward into Another 1929?