Blog Posts
138 briefs of grounded, specific analysis on AI, economics, and world affairs. Browse by topic or tag, or search the archive.
- 121World Affairs
Operation Ghazab lil Haq: Pakistan Strikes Kabul After Afghan Border Attacks
The February 2026 airstrikes by Pakistan against Kabul, Kandahar, and Paktia provinces mark a transition toward formal conflict following disputed claims of…
- 122World Affairs
Geneva, Abu Dhabi and the Donetsk Question: Where Ukraine Peace Talks Stood in March
Geneva negotiations in March 2026 revealed a widening gap between Russian territorial demands in Donetsk and Ukrainian security requirements, framed by a…
- 123AI & Data
The Software Selloff: What Claude Cowork's Plugins Did to SaaS Valuations
The release of open-source plugins by Anthropic has triggered a significant reassessment of SaaS valuations, as investors weigh the threat of AI-driven…
- 124AI & Data
The New Delhi Declaration: What 88 Signatories Agreed to at the AI Impact Summit
The New Delhi Declaration, endorsed by 88 signatories at the 2026 AI Impact Summit, commits nations to shared AI benefits but lacks binding enforcement. This…
- 125Economics
Learning Resources v. Trump: The Supreme Court Ends IEEPA Tariffs
The Supreme Court's decision in Learning Resources v. Trump limits presidential authority by ruling that IEEPA does not empower the President to impose…
- 126Economics
Bitcoin's February Drawdown: Reading the ETF Outflows
As Bitcoin ETFs record their fourth consecutive month of net outflows in February 2026, institutional capital is visibly rotating. While Bitcoin's assets under…
- 127World Affairs
Bangladesh Votes: The BNP's Return and the Disputed Count
The BNP-led alliance secured 212 seats in the February 12 election, marking a significant political transition in Bangladesh, though reported discrepancies in…
- 128Economics
Smaller Than Reported: The 2025 Payroll Revision and a January Rebound
The January 2026 jobs report shows a modest increase of 130,000 jobs, but massive downward revisions to 2025 employment data suggest that the previous year's…
- 129World Affairs
Thailand's February Election: Bhumjaithai Wins Big, the People's Party Falls Short
Bhumjaithai emerged as the dominant force in Thailand's February 2026 election, securing 192 seats through strong constituency support, while the People's…
- 130Economics
Takaichi's Landslide and the Bond Market: Japan's Fiscal Test
The LDP's substantial victory in the lower house has triggered a rally in Japanese equities and a simultaneous rise in government bond yields, reflecting…
- 131Economics
India Gets an 18 Percent Tariff, and Washington Gets a Promise on Russian Oil
The reduction of US tariffs on Indian goods from 50% to 18% is coupled with a commitment from India to halt Russian oil purchases and increase procurement from…
- 132Economics
Gold at $5,600, Then a 10 Percent Reversal: Reading the January Metals Blow-Off
The rapid appreciation of gold and silver in late January 2026 led to an abrupt reversal on January 30, a correction analysts describe as a natural response to…
- 133Economics
India and the EU Close the Biggest Trade Deal Either Has Signed
The trade agreement announced on 27 January 2026 between India and the European Union covers 144 EU sectors and 102 Indian sectors, aiming to significantly…
- 134AI & Data
Selling the Second-Best Chip: Washington Approves Nvidia H200 Exports to China, and Beijing Hesitates
While the United States has formally approved the export of Nvidia H200 AI chips to China, new tariffs and Chinese import restrictions are creating a narrow…
- 135Economics
Patience as Policy: The Fed Holds at 3.50 to 3.75 Percent With Two Dissents
The Federal Reserve maintained interest rates between 3.50 and 3.75 percent in its January 28, 2026, meeting. The decision, marked by two dissenters, reflects…
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