Subject
5 entries
Geopolitics
Bookmarks
War and Industrial Policy
Zoltan Pozsar's August 2022 Credit Suisse note arguing that the collapse of 'Chimerica' and 'Eurussia' trade blocs ends the 'lowflation' era and forces massive industrial rearmament. The core thesis is that de-globalization driven by loss of strategic trust between the US, Russia, and China will require trillions in commodity-intensive investment to re-arm, re-shore, re-stock, and re-wire — structurally inflationary for years.
Russian Offensive Campaign Assessment, March 9, 2022
ISW's March 9, 2022 assessment of Russia's offensive in Ukraine — two weeks after the invasion began, covering stalled advances around Kyiv, the Mariupol siege, and Russian operational failures. A snapshot of the war's early trajectory.
Institute for the Study of War
The Institute for the Study of War (ISW) is a nonpartisan think tank that publishes detailed military analysis and maps of active conflicts. Became an essential source for tracking the Russia-Ukraine war in 2022.
Second Citizenships, Residencies, and/or Temporary Relocation
A LessWrong community post cataloging practical pathways to second citizenships and residencies — ancestry programs, investment routes, and naturalization options across multiple countries. Useful for rationalists and others thinking about geographic optionality as risk mitigation.
The Fraying of the US Global Currency Reserve System
Lyn Alden's analysis of the petrodollar system's structural weakening — how the dollar's reserve currency status was built on oil settlement agreements, why those are fraying, and what the implications are for dollar hegemony. A well-sourced macro framework for thinking about the next monetary regime.