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Russia
Economic and Market Themes: 2014-10-27 US, Europe and China
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US GDP numbers and Russian sanctions scenarios
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On Ukraine, the Indian mobile space and Abenomics
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Economic and market themes: 2014-07-25 Ukraine, China, Japan, technology overvaluation
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The EU weighs level three sanctions on Russia just as the European economy improves
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Ukraine, US subprime and the erosion of US financial hegemony
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Some brief thoughts on framing the war in Ukraine
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The political economy of the military conflict in Ukraine
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Exogenous shocks
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Iran real beneficiary of Russia-China gas deal and more on overheated markets
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