In the Blind Spot (The slow shift to technopaternalism)
SNEAK PEEK — What does FCA listing reform have to do with the new era of technopaternalism? — China expert George Magnus shares his thoughts on whether it’s wise to emulate the China model. — Somaliland’s quest for international recognition is compromised by its deteriorating security situation, Dario writes. Greetings subscribers, or should I […]
In the Blind Spot (‘Securonomics’, and the new UK security state)
SNEAK PEEK — Izzy takes a closer look at new Chancellor Rachel Reeves’ big economic idea of “securonomics” and what it really entails. — The US Supreme Court’s decision to grant immunity to the presidential office puts America’s constitution on course for an Augustus moment. — The prospect of peace talks between Turkey and […]
The subtle siege: How China could blockade Taiwan
Guest post by Paul Dabrowa You wake up in July 2025 to headlines blaring across every news outlet: “China invades Taiwan with coast guard fleet.” The images are striking—Chinese coast guard ships, flanked by a formidable array of maritime militia vessels, are seen enforcing a de facto blockade around Taiwan. The airwaves are filled with […]
In the Blind Spot (They know we know they lie)
SNEAK PEEK — Izzy argues that economic reform of the Western economy won’t work without Glasnost. — Markets need to start thinking about how a power vacuum in both France and the United States could open the door to martial law. — Dario explains what’s been happening in Kenya this week, and how it […]
In the Blind Spot (The West’s Perestroika moment )
SNEAK PEEK — Izzy catches up with investment advisor Russell Napier, who tells her credit rationing and central bank politicisation are on their way. — A growing chorus of voices are acknowledging that we all become Liz Truss eventually, including Jeremy Hunt. — Dario explores how the confiscation of Russian assets may have major […]
In the Blind Spot (A tale of two Chinas)
SNEAK PEEK — A tale of two Chinas. Izzy explores our growing inability to make sense of what’s really happening in China. — SocGen’s Albert Edwards thinks the recession everyone was expecting but never came, might finally have arrived. — Dario updates us on the latest with the Red Sea and Horn of Africa. Happy […]
In the Blind Spot (Defending the singleness of money)
SNEAK PEEK — The BoE is edging towards a new liquidity management regime to preserve money singleness — it could have big consequences for repo markets. — Why are Argentina and Spain consumed by an unexpected diplomatic rift? Is it all about Sanchez’s wife, or is it about maintaining internal popularity? — Dario tries to […]
In the Blind Spot (Operational naked shorting)
SNEAK PEEK — Why is it so hard to get to the bottom of what’s really going on in Slovakia via Western reports? Dario investigates. — It turns out Elon Musk reformed Twitter just the way Jack Dorsey would have had he been able to take the company private himself.— Memestock hero Roaring […]
In the Blind Spot (Why the entire economy is an influence op)
SNEAK PEEK — Izzy argues that the real economy is being stifled by management techniques inherited from the activist and civil society realm that turns everything into a data-driven influence op. — Dario updates readers on the new space race to conquer the moon. — Why the Vatican has created a renAIssance foundation to […]
In the Blind Spot (G42’s Deep Thought)
Our one-stop source for central banking & monetary policy news. SNEAK PEEK — Why Sam Altman’s chip-building coalition paves the way to a chipdollar interdependence deal. — The BoE’s Paul Tucker blames yachts and wealth management for Credit Suisse’s collapse as he renews pre-positioning call. — Is corruption just a norm in Spain? Dario […]
