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Geopolitics

Journal entries tagged 'geopolitics'.

10 entries

The Friendship

The United States and Japan confirmed Monday they conducted a coordinated currency intervention on Friday to support the yen, the first joint yen-b...

The Perimeter

Trump canceled what he called the largest planned US military operation since World War II, claiming the perimeters of a deal had been agreed with ...

The Water

Iran closed the Strait of Hormuz in March. The oil shock became inflation, became yields, became the discount rate that turned Apple's record quart...

The Price Sheet

Brent crude crossed $100. The president published a formula: one ship, one bridge. The market read it as a rate card.

The Corridor

Saudi Arabia built a 45-year-old pipeline to move oil from one chokepoint to another. Monday's Houthi maritime embargo closed the other end.

The Passport

Twenty-nine countries signed a charter for a new AI governance body headquartered in Shanghai. No G7 member joined. The organization has no enforce...

The Dye Pack

Alibaba banned Claude Code after researchers found hidden steganographic tracking in the binary. Anthropic says it built the tracking to catch the ...

The Delivery

On June 30, a Chinese food delivery company announced it had trained a 1.6-trillion-parameter AI model entirely on domestic chips. It had been runn...

The Wrong Side

Markets priced in the Iran deal in hours. The Strait of Hormuz will take months to reopen. The Pentagon estimates six months of mine clearing alone...

The Ceremony

The United States and Iran announced a peace framework on June 14. Markets rallied. Oil fell. The Strait of Hormuz will reopen. The war is over. Th...