City of Containers
Much attention has been paid to the container cargo situation in the Port of Los Angeles. This is the largest port in the US and one of the largest single supply chain bottlenecks in the world.
The Supply Chain Breakdown Has Begun
The Supply Chain Breakdown Has Begun
It’s unclear if the breakdown can be arrested quickly — or at all. Consumers (and investors) should expect worse effects in the months ahead. How much worse remains to be seen…
What Went Wrong?
What Went Wrong?
Global supply chain delays are something everyone has heard about or experienced firsthand. Yet it’s a subject that very few are familiar with beyond a superficial acquaintance.
Just Another Thucydides’ Trap?
Just Another Thucydides’ Trap?
Chinese aggression and the allied response have inevitably triggered questions about the potential for war between China and the US and its allies
Communist Ideology Rules Over Everything Else
Communist Ideology Rules Over Everything Else
The biggest blind spot in the US’s evaluation of communist Chinese intentions has to do with the role of ideology in Chinese policy. Most of the elite analysts assumed that the Chinese were only paying lip service to Marxism and that they were eager to move on to a market-oriented playing field. They could be […]
Jim Rickards: Russia’s Effect on Commodities and US Economy
Jim Rickards: Russia’s Effect on Commodities and US Economy
Jim Rickards discusses how the Fed will position US interest rates in response to the current economy, given the drastic effect of Russian sanctions
Jim Rickards on Russia’s Gold Reserves
Jim Rickards on Russia’s Gold Reserves
In this video, Jim Rickards discusses the build up of gold reserves in the Russian central bank and the reasoning behind such a setup.
The Demographic Debacle
The Demographic Debacle
No political or economic event for the remainder of this century will have more impact on the world than the demographic disaster unfolding in China
The Debt Disaster
The Debt Disaster
China is in a debt bubble worse than even Japan or the US. The extent of this debt bubble is obscured by the fact that trillions of dollars of debt are pushed down by the central government in Beijing
The Delusion of a Thriving Chinese Economy
The Delusion of a Thriving Chinese Economy
Despite economic success, China is likely near the peak of its power and influence in the world. A host of problems are confronting the Chinese economy.
