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Fiscal Ger-Mania
Germany has abandoned fiscal conservatism: the monetary engine of the European Union is roaring to life.
May 1, 2025
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On the International Oil Market
Oct 19, 2023
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Geostrategic Constraint, SoN2, and Donald Trump
Jan 9
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The Venezuela Case Study
Jan 12
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The Venezuela Case Study
From Edge Case to “Omnipotence”: What Caracas Really Shows Us
Jan 12
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Geostrategic Constraint, SoN2, and Donald Trump
Everyone is asking the wrong question about Venezuela.
Jan 9
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Introducing Capital Matters Geopolitical Insights
In 2026, Capital Matters is evolving.
Jan 6
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A Consumer's Guide to America in 2025
The disruption runs deeper than you think.
May 6, 2025
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Markets: Dollar Volatility Begins
The dollar shows first signs of doubt
Mar 5, 2025
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Elections, Elections, Elections (Part II)
The EU has voted, the French prepare for snap elections, and we revisit the early days of the Union.
Published on Tocqueville 21
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Jun 10, 2024
On US Consumer Debt and Inflation
The soft landing is an illusion. We’re coming in hot.
Mar 8, 2024
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Capital Matters
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