That Deutsche note
What are the real prospects of a European UST buyers’ strike?
The annexation of Greenland did not take place
We are living through a tsunami of terrible Substacks, armchair analysts, and overconfident X influencers. All of which converged last week on Don’s motions towards Greeland. In these nutty times, we’ve decided to let our imaginations run wild. Because crazy perspectives may be just as informed as those that were circulated last week by the […]
A digital iron curtain descends on Europe?
Something doesn’t feel quite right with the internet right now. At least here in the U.K.
Dispatch from Nuuk
Greetings from the Arctic Circle.
LONG READ: Why Donroe Doctrine has stablecoins and Davos in its sights
Money, like law, only works when backed by enforceable authority.
LONG READ: The untold story of how crypto’s hottest derivative came to be
Born in the back of a Shanghai taxi in 2015, BitMEX’s perpetual future became crypto’s defining derivative. Now it may hold lessons for rescuing the global dollar system.
Blind Spot Discord debates: The case of Greenland’s independence
Does Denmark have the right to block Greenland’s independence if islanders votes to break free? And should armchair experts or self-appointed researchers have any influence over the debate?
Poland’s visa affair points to a larger administrative failure in Europe’s migration crisis
Third-party facilitators like VFS Global may be reshaping visa systems faster than policymakers can identify emerging vulnerabilities.
The Blind Spot in 2026
Some thoughts on what lies ahead, plus some reflections on the past three years.
ANALYSIS: A shadow dollar interest rate is being born
The question is, when will markets notice?