politics
The Europe Thematic
Is the Euro here to stay?
What the hell is happening? August 2025
The AI stack is a reflexive loop. The debt is a flaming comet. And you’re still buying the dip? Thoughts on "Biden 2.0" and market scenarios for this term.
MAGA AS RELIGION
First as an idea, then as an ideology.
politics
Biden's Techno-Imperial Cycle
...and the Techno-AI Cycle as part of it
politics
Dollar Maximalism
Sophism and the future of the US Dollar
politics
The Battle for Europa
The road to global hegemony goes through Europe.
Technology
The race for Tech Supremacy
AI, Semiconductors, China, Taiwan and the world stuck in a prisoner's dilemma.
Technology
Weaponisation of AI (stuck in a prisoner's dilemma)
The fight for global dominance and corporate survival. Game theory and the law of unintended consequences. Tit for Tat and a race to the bottom.
Is the US military-industrial complex a ponzi?
Military expenditure, John Keynes and NATO. World Domination 101.