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Geopolitics

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From the New Deal Revolution to the New Washington Consensus

From the New Deal Revolution to the New Washington Consensus

Trade Policy and Capital Allocation, 1932-Present

From Reconstruction to the Great Depression

From Reconstruction to the Great Depression

The Long March From Revenue to Restriction

From Colonial Grievances to Modern Industrial Strategy

From Colonial Grievances to Modern Industrial Strategy

Lessons from America’s First Century of Trade Wars

Missives on The History of US Trade

Missives on The History of US Trade

Understanding Two Centuries of Stability, Disruption, and the Structural Foundations of American Trade Policy

When Markets Meet Mercantilism

When Markets Meet Mercantilism

How weaponized supply chains & national security are rewriting investment rules.

Another Election, Another Non-Revolution

Another Election, Another Non-Revolution

What Real Asset Investors Should (Not) Be Worried About

The Rise of China's Solar Industry

The Rise of China's Solar Industry

A Tale of Strategic Mastery

A Deep Dive into Chinese Industrial Production

A Deep Dive into Chinese Industrial Production

Part 1 - Understanding Chinese Trade Strategy

The EUs Proposed Carbon Border Adjustment Tax (Part 2)

The EUs Proposed Carbon Border Adjustment Tax (Part 2)

The EU's Proposed Carbon Border Adjustment Tax (Part 1)

The EU's Proposed Carbon Border Adjustment Tax (Part 1)

Big Talk of Real Action?

Big Talk of Real Action?

Reading the Tea Leaves of Climate Regulation