Germany - Global Trade Storm
EU trade policies are credible when competing in unison on global markets, but ambivalent efforts by Germany (and others) to keep China on-side pin Europe down. Atrophy beckons...
Pininvest Insights
facts – however patchy – provide guidance in investment decisions,
performance & risk exposure will be a reality check
Germany - Misplaced Trust
Germany is one of the strongest exporters worldwide and readily accessible energy sources are indispensable to the country's industrial success. A close partnership with Russian energy providers has turned into unwarranted dependence - Trust betrayed
America - Strolling through the XXth Century
In vintage photography, quiet statements of forbearance, and trust in equal opportunity, regrouping in times of crisis and communing in shared beliefs of belonging speak loud and clear
America - Tariffs and Voices of Common Sense
With the CEO of Detroit Axle, the American Dream finds a voice, a voice of experience and hard work, to speak out about tariff policies, impacting competitiveness and distorting markets, with costs borne ultimately by the U.S. economy
Russia - Demographics and Manifest Destiny
War artillery will fall silent on the Eastern Front but Europe has still to take responsibility about what comes next - Dwindling demographics and a powerful weapon industry may tempt Russia to a last hurrah sooner rather than later
Russia - Siberian Roulette
Originally published in March 2020, this updated note on Siberia's pivotal position in the Eurasian landmass has gained strong relevance in the race for natural resources amidst powerplays between Russia, China and Europe, as the war in Ukraine drags on
New NATO - Who holds the cards ?
European national interests are exposed to unstable arbitrage, and options are volatile - The best of times to boldly stamp NATO's expectations held for the future
NATO - In a crucible
Military preparation for war is indispensable but fortuitous and dependent on the human dimension. In questioning current doctrine, reform will fuse novel weapon systems and data management solutions with disciplined strategy - a challenge for the ages
Globalization, China and Trade Imbalance
The Chinese trade surplus in manufacturing goods is, at $2 trillion, unfathomably large....and growing fast....a death knell of globalization as we knew it, which might finally stir the international order into action ...
Tariffs - the U.S. and the World
Global trade has been upended by the Trump tariff policies and there is no turning back. Each country's political standing will weigh on its economic outcome but all will have to reinvent their trade strategies
U.S. Market - The Law of the Land
How long-forgotten 13th and 14th century political conflicts between Italian cities hold a lesson for the rule of law everywhere, and in America today
Tariff Folly - a Sense of Purpose...
Tariffs are supposed to set the U.S. economy on a virtuous growth path - Now comes the hard part of convincing America's business to make long-term commitments, to re-industrialize and to allocate the considerable financial resources to do so
AI - To bubble or not to bubble ?
AI is a struggle for progress on multiple fronts - the line will never be as smooth as promised – with an array of mutually supportive technologies, staged advances will be a slog, not a sprint
The future of AI – some clarity and many questions
Supersized investments and the race in AI research between the global powers, the U.S. and China, set the stage for an intellectual revolution - but today it is all about AI agent 'evolution'
Business software and AI agents
Value added by software service providers could be challenged by narrowly defined and targeted AI agents - a longwinded process of AI-supported disintermediation is only starting
Oracle shares booming – a trillion-dollar question
Vaulting to the top of the AI ecosystem, on par with the elite hyperscalers, Mr. Ellison is the perennial risk taker, the man with a plan, ready for a fight to reach new heights
Data Centers - a Revolutionary Era
With projected growth rates of at least 10% a year - and probably higher - data storage is in upheaval with infinitely more demanding infrastructure requirements and deep-pocketed Internet giants extending their dominance
U.S. asset inflation and the savings glut
Assets are bound to be in limited supply - it is inexhaustible demand, unshackled by access to abundant credit which needs to be understood