Newsletter

Jul
23
Ghost writing

Ghost writing

I wanted to reflect before making the jump. I'm looking forward to it
8 min read
Jul
22
This is us

This is us

Post-pandemic growth isn't just a Russia problem. It's global.
11 min read
Jul
21
All over but the shouting

All over but the shouting

The US-German deal on Nord Stream is completely fine and a decent get for Kyiv
12 min read
Jul
20
Winning Losses

Winning Losses

Stumbles around a US withdrawal from Iraq point to strategy wins and losses
14 min read
Jul
19
OPEC on the cheek

OPEC on the cheek

The new output deal stabilizes the market. The next part's where the fun starts
12 min read
Jul
16
Trading Places

Trading Places

I'm moving to Ghost and planning to change things up a bit
7 min read
Jul
15
What Dems Say

What Dems Say

US Democrats are now talking carbon tariffs. Rusal and co. look out
12 min read
Jul
14
PBoC (Yeah, you know me)

PBoC (Yeah, you know me)

China's financial markets are increasingly important to Russia's "economic sovereignty"
14 min read
Jul
13
Oh, Gee-20

Oh, Gee-20

Siluanov's comments show Moscow has no interest in learning from the world
14 min read
Jul
12
Little Boxes

Little Boxes

Zelensky's push for medical cannabis is interest group politicking at its finest
13 min read