Archive - the 4717

June 2025

...and in other news

Over the last week when everyone - including me - has been fretting about Iran, the world kept spinning, as it will.

Jun 26 •

The Tariff Ruling... Ruling

Just relax, the water's warm

Jun 17 •

A Panda, an Eagle & a Bear Walk into a Bar

Zaniness ensues... but who is playing whom?

Jun 12 •

The Shangri-La Dialogue

Cheap talk may be more valuable than you think

Jun 5 •

What OPEC Up To?

And How Much Will It Cost You?

Jun 3 •

May 2025

Napoleon v Trump

A Humble Comparison of Historical Hubris

May 29 •

The New Super-Cycle

It's not a nice one...

May 15 •

The Wrong Metric

Tariffs down, markets up... are we looking at the wrong number?

May 13 •

Deep Sea Mining

...so we're fighting over that too.

May 8 •

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