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nationalism
Using the Texas annexation of 1845 to think about Putins’s motives
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Events in China and Ukraine are dominant macro drivers
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EM: Escalation in Crimea, China concerns, Brazilian inflation and more
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Russia and its Dollar Reserves: Going Nowhere Fast
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More on the Ukraine conflict
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On the Ukrainian conflict
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How Scottish self-determination matters
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Scotland and the banks
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A few insights on Japan and thoughts about wealth confiscation and default
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China update: local government debt, Yasukuni reaction, IPOs and more
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