NVIDIA | Quick Preview Q4
Don’t expect DeepSeek clarity on the future of AI
Russia-Ukraine | US Minerals Deal
Brief comments and updates from the frontline
LEAKED DRAFT | US-Ukraine Minerals Term Sheet Agreement
Here’s what’s inside the agreement
EU/ECB | Tusk | Poland | Russian Asset Seizures | Ukraine
Why borrow legally when you can steal?
Russian Economy | FT | Sergei Guriev
Is Russia’s economy really faltering?
Russia-Ukraine | Freedman | War Narratives
The chickens come home to roost…
Mark Galeotti | Thoughts from the MSC
Munich Security Conference debrief… from an (actual) attendee and (real) Russia expert
US-China/EU Tariffs | Paul Tucker | Dani Rodrik
EU is next. Not all economists are international trade experts.
IMPORTANT: US-China Tariffs
We’re less sanguine than before. Here’s why.
Part 1: John Thomas | Trump Tariffs | SoftBank | Stargate
We warned you! Now why would you doubt our guy?