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Apr 11, 2022

Trend-Systems (not trends!)— now with four examples!
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Apr 11, 2022

Don’t Use “Trends”; Use “Trend-Systems”
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Apr 11, 2022

Macro History Quest
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Apr 11, 2022

Review — Principles for Dealing with a Disappointing Ray Dalio and his “Changing World Ord

Apr 10, 2021

Highlights from 10 April 2021

Geopolitics X Supply Chains X BusinessThe Atlantic Council has a “Transatlantic blueprint for strategic competition” — this time its about the countries in the Atlantic Council — basically a think tank with former policy makers from both sides of the north Atlantic. This comes as China wants to engage with the EU, and talks about the EU being more geopolitically independent. But then, the EU is engaging with the Quad, and so China finds ways to engage... more

Mar 12, 2021

12 March 2021 Reads

DecarbonisationSaudi Arabia bets on hydrogen. Honestly, it’s just a start. But it says a lot where things are going.China is off to a slow start on climate. It says it wants to go net-zero by 2060, but it looks like they are going to rely on coal for a long time… This Bloomberg piece says for Japan to go net-zero, it needs its nuclear energy plants. It’s not just a technical issue, it’s obviously a socio-political... more

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Nuclear Fusion - stuff I've read
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Digital Tech - some links - 6 Feb 2021
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