In the Blind Spot: The grand geopolitical bargain being laid out over a minefield
SNEAK PEEK — The long-awaited grand geopolitical bargain for peace is finally showing itself in public. But can it hold? — Spain’s Pedro Sanchez throws a wrench in the NATO works. But is it real opposition or a domestic distraction? Hello, subscribers! Dario here. Finding myself juggling this newsletter and organizing our Berlin event means our […]
In the Blind Spot: The great recalibration
SNEAK PEEK — ECB’s Christine Lagarde is not a fan of stablecoins, and thinks a light-touch capital control for the eurozone might be needed to prevent runs. — The importance of intraday liquidity in maintaining the health of the financial system finally gets its day in the sun, thanks to the BIS. — Worldline […]
In the Blind Spot: Shifty finance
SNEAK PEEK — We do a deep dive on the case against Bulgaria’s upcoming euro adoption and the Atlanticist forces backing it. — The newly passed GENIUS Act disrupts current creditor status by introducing a new super-senior tranche. — Our short, sharp review of Adam Curtis’ Shifty Greetings from heatwave Britain. Sorry for the late send out. It’s been […]
In the Blind Spot: De-financialization or bust
SNEAK PEEK — Financialization was a policy choice in America and the U.K. just as much as industrial policy was a choice in China. — Why global trade and economic shifts risk reigniting the ‘Zaitech’ phenomenon. — The Elon vs Trump spat is best understood through the lens of neurodivergent psychology. Greetings subscribers! I’m […]
In The Blind Spot – Blackout Bragaddocio
SNEAK PEEK — Are the Spanish blackouts potentially explained by a planned announcement in favour of renewable energy? — A new insurgent group in Saudi Arabia emerges just after the legalisation of alcohol in the country. Good morning subscribers! Dario here. We’re holding our breath to verify the officially spread rumours the Trump administration is close to […]
In the Blind Spot: Rise of the multilateral sovereign vision fund and the dividend dollar
SNEAK PEEK — The commotion in Japanese bond yields suggests a new strategic relationship is being forged between Tokyo, the U.S, and Masayoshi Son’s Softbank. And it may just center on the creation of a multilateral sovereign “vision fund” in which anyone can buy a stake. — Why brokerage models that pursue quality matches […]
In the Blind Spot: Mr. President, we must close the West’s 3D military minecraft gap!
SNEAK PEEK — Anduril’s new unmanned aircraft proves that America can still hold the global military edge — but critical flaws remain. Good morning subscribers! Dario here. Another reminder that I’m incredibly excited about the fascinating conversations I’m going to have with many of you in Berlin this July for “Bruce’s 50th Birthday Party”. Here’s the […]
In the Blind Spot: PAXOS Americana
SNEAK PEEK — Putting the Pax into Pax Americana with the upcoming “global dollar network”. — The BoE’s new RTGS system is a go. — My name is Donald of Arabia, king of kings, look on my towers, ye mighty, and despair. Howdy partners and happy Eurovision day! How can anyone concentrate on writing […]
In the Blind Spot: The Trump-Bibi breakup that was always coming
SNEAK PEEK — The Trump-Bibi relationship seems broken, but is it truly broken if it never existed? — Pakistan and India fight in possibly the largest air-to-air dogfight the world has seen since the Second World War. — Is Romania considering canceling their elections yet again? Dear subscribers, Dario here. After several weeks of […]
In the Blind Spot: What if Xi fails?
SNEAK PEEK — Why Tether’s investment in the Twenty One Capital spac is a stabilization play. — What if Xi fails? Xi’s grip on power may be weaker than people appreciate. In which case, is the true purpose of tariffs catalyzing regime change in Beijing? — We explore the curious case of the missing […]