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As the pressure within the Chinese system continues to mount, you can expect to see signs as the first few things begin to crack. Those first pieces to slip will be manufactured goods, processed materials, and services.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-chinas-first-domino
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Note: This video was recorded during Peter's hiking trip in 2024
Many countries are on the brink of crisis. No, I'm not talking about political issues or potential wars. Instead, I'm looking at the aging population crisis facing a number of countries around the globe. Let's start with Japan.
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Full Newsletter: https://mailchi.mp/zeihan/aging-populations-and-which-countries-look-the-worst
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Trade tensions are taking their toll on an already fragile Chinese system. The US is dealing with self-sufficiency problems, but for China, it is an existential question. Will this new deal change that?
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Full Newsletter: https://mailchi.mp/zeihan/the-deal-with-the-chinese
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Today, we're launching into the next phase of our "Fire Hose of Chaos” series, shifting our focus from the US and onto China. Trust me, there will be no shortage of chaos in this series either.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-chinese-edition-intro
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Everyone gets mad at me for critiquing the leader that they like, but listen...I'm out here roasting everybody. Whether it's Obama, Trump, Xi Jinping, or Grandma, nobody is safe. Okay fine, we'll leave Gram Gram out of it for today.
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Full Newsletter: https://mailchi.mp/zeihan/the-question-of-leadershipand-management
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Many of America's most beloved brands rely on Chinese manufacturing, but what happens when that goes away?
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-american-brands
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Romania just held its second attempt at the first round of presidential elections, after the initial round was invalidated due to Russian interference. Looks like the Romanians are having some major déjà vu.
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Full Newsletter: https://mailchi.mp/zeihan/the-russians-continue-stirring-the-romanian-pot
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US agriculture is heading towards a major crisis, and yes, Trump's trade policies are to blame for this as well. Many of the US ag export markets are closed off, and farmers are feeling the heat.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-agriculture
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Jerome Powell has been on the receiving end of Trump's threats and the markets have reacted negatively to the undermining of the Fed's credibility. Here's the full picture.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-the-fed
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On Monday, April 28, a widespread power outage hit Spain and Portugal. Other than our marketing guy who was on vacation in Madrid at the time claiming he "had no signal" and "couldn't work", this outage highlights a broader issue with renewable energy infrastructure.
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Full Newsletter: https://mailchi.mp/zeihan/the-night-the-lights-went-out-in-geor-er-spain
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What do you get when you mix overly aggressive trade measures and a poor economic plan? Trump's idea of a great start. Or, as I like to call it, a policy-induced recession. Here’s what’s happening.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-recession-time
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Does everyone remember that bedtime story about the Three Little Pigs and the Big Bad Wolf? Well, the Trump administration is doing its best wolf impression and trying to blow the entire housing industry down.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-housing-problems
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The Trump administration has given us a masterclass on how to set supply chains ablaze using tariffs. While some supply chains are smoldering, others are raging wildfires. So, let's look at two that are in the thick of it: steel and aluminum.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-steel-and-aluminum
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The US has known that a capital crunch was inbound for decades now. With the Baby Boomers retiring and Trump's trade policies hitting at the same time, these financial woes might sting a bit more than we thought.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-finance
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Today we're discussing the Trump administration's 96th tariff policy which imposes port fees on Chinese ships.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-port-fees
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In the past, we've chatted through the domestic issues facing New Zealand, so let's discuss the economic future of the ~5 million Kiwis in the context of the shifting global landscape.
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Full Newsletter: https://mailchi.mp/zeihan/will-new-zealand-dive-or-thrive
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Well, the Russian Reach series needed an update, and it's not a pretty one. The infiltration of the US government by Russian interests is growing and I don't see an end in sight.
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Full Newsletter: https://mailchi.mp/zeihan/a-concerning-update-to-the-russian-reach-series
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The green transition in the US has made great progress in recent years, but the wheels are falling off. This is largely due to economic pressures, lack of financing, and the new tariffs instituted by Trump.
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Full Newsletter: https://mailchi.mp/zeihan/the-green-transition-is-over
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With everything that's going on in the US, it makes sense that foreign investors decided to dump US T-Bills. But what does this mean for the government debt market and the future of the USD?
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-government-debt
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Pete Hegseth, the current Secretary of Defense, has been doing his best to completely dismantle the United States' ability to fight a war now or in the future. Let's look at why this is happening...
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Full Newsletter: https://mailchi.mp/zeihan/what-is-hegseth-doing
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