- Trip.com’s $765 Million Apology: What the SAMR Penalty Tells Foreign Companies About Doing Business in China
- Trump’s Section 301 Probe of the EU Tech Fines Is Right, and It Pains Me to Write That
- Trump’s Saudi Nuclear Deal Trades Nonproliferation for a Photo Op
- France’s Social Media Ban Shows Why Europe Keeps Losing the Tech Race
- Trump’s Greenland Obsession Makes No Sense. Why Not Qatar Instead?
- Why Washington Criticizes Its Allies But Never Touches Qatar
- Netanyahu’s October Election Odds Slide After Trump and Vance Rebukes
- JD Vance Courts the Anti-Israel Right in Early 2028 Positioning
- JD Vance Blames Israel for Prolonging Iran War as Ceasefire Unravels
- Trump’s $1.4 Billion Crypto Year: A Disclosure That Doubles as a Conflict-of-Interest Ledger
- JD Vance and the Grifter Generation: No Allies, No Principles, Only Power
- Trump’s Iran Deal: The U-Turn From Unconditional Surrender to All Carrots, No Stick
- Trump’s Iranian Deal Delusion Syndrome: Why the Regime Cannot Change Without Force From Outside and Within
- The Deal That Won’t Hold — And Why That May Be Correct
- Washington’s Iran Capitulation Will Cost More Than the Deal Is Worth
- Trump’s Indecisiveness Has Emboldened Iran. Now Trump Is Cornered.
- The UAE’s OPEC Exit Is a Middle East Realignment, Not an Oil Story
- Hormuz Is a Message to Beijing and Moscow
- Ammunition Drain: How the Iran Campaign May Be Weakening Taiwan’s Deterrence
- Woe to the Vanquished: Iran Still Does Not Get It
- U.S. Treasury Sanctions 20 Companies and 19 Vessels in Iran-Related Action, Targeting Chinese Refinery
- Iran Will Sign Anything — And That’s Exactly the Problem
- The Meme War America Didn’t See Coming
- Rama Dawaji: A Late Apology and the Question of Timing
- Ada Shelby on Zohran Mamdani’s Grocery Stores
taking uncertainty out of decision making
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Market Analysis
- Paper Raises $34 Million and Figma (FIG) Has Already Lost Half Its Value on the Thesis
- Google Frozen v2 AI Chip Could Deliver 10x Efficiency Gains Over Current TPUs
- The Case for Shorting Budget Airlines as Oil Prices Rise
- Morgan Stanley’s $2.3 Billion Capital Markets Haul Signals the AI Boom Is Just Getting Started
- Blackstone’s Futronic Deal Bets on Actuators as AI Robotics’ Physical Bottleneck
- Zhongji Innolight’s $8 Billion IPO Is a Customer Event for Marvell, Not a Competitive One
- Wall Street Splits Between Oversupply Fears and an AI-Proof Supercycle Thesis
- The AI Iron Curtain: Xi’s Shanghai Keynote Is the Fulton Speech of the AI Cold War
- Enterprise Money Is Leaving Old School IBM for AI Infrastructure Companies
- Why EU Tech Is Falling Behind the US: A Structural Diagnosis, Not a Cultural One