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This week, we touch down in a world on the edge of a crack-up. A steep tech selloff has exposed cracks in the AI investment bubble.
With PIMCO dumping half its AI debt ahead of the midterms and companies like Intel shedding nearly 30% in a day, we ask: is this a politically timed market move, the beginning of a bear market, or both?
Meanwhile, in Poland, Donald ...
This week: a tale of two essays.
Philip Pilkington is 'live from Belgrade' (almost), as he picks over the embers of the Serbian election. Is this really the picaresque rise of student protest it is made out to be? Or is the hand of Big Brussels somewhere in the background?
Meanwhile, Andrew Collingwood is revisiting Europe's recent attack of hubris. Why aren't the...
A gutbuster blockbuster this week: Policy Tensor, our sometime Friend Of The Show , has been taking some serious flak online in recent weeks over his view that the Hormuz crisis is basically over.
Here, he speaks with Andrew Collingwood to clarify his position: an initial US victory has morphed into a broader loss, as Iran has recalibrated its strategy and returned to t...
Last time Albania blew up it was because the entire country had become embroiled in a Ponzi scheme, led by a gypsy soothsayer. That incident was generally classed as a Civil War, with breakaway militias staking out territory across the country, after about a fifth of the nation's supposed wealth evaporated overnight.
The leader of the opposition at the time? Edi Rama. N...
We've been tracking the story for weeks, and now the authorities are waking up to it.
The CFTC, the US commodities markets watchdog, is investigating oil futures bets that appeared to be timed perfectly to profit from President Trump's statements related to the Iran War.
There is an obvious domestic political angle to the return of the Democrats to power after t...