The Energy Situation, Explained for Tech People | a16z

Executive Summary

India has emerged as a major bright spot for global Limited Partners (LPs) in private markets, contrasting with the broader investment contraction across the Asia-Pacific (APAC) region. Driven by strong macroeconomic fundamentals, a slowdown in China, and solid exit performances, India has become the top-ranked private-market destination in APAC. However, to sustain this momentum, India must…

"even if you believe that political instability or economic uncertainty might arrest China’s upward climb, that might not change the trajectory of Chinese science. All of those Chinese scientists and engineers will still be there. Their labs and facilities have already been built. Their equipment and instruments have already been bought. Their technicians are already trained. That will still be true if Xi Jinping…

Excerpt from the article.

The ongoing crisis can be viewed in two main ways: - Iran and its nuclear program as the central focus of the conflict. In this narrow lens, the war revolves primarily around containing or neutralizing Iran’s nuclear ambitions. If that’s the case, any impact is short-lived. Regardless, the US will benefit, even in the long term, from the closure of the Hormuz strait - *Iran as…

China's technology long game | High Capacity by Kyle Chan

History.com: State Department official George Kennan, using the pseudonym “Mr. X,” published an article entitled “The Sources of Soviet Conduct” in the July edition of Foreign Affairs. The article focused on Kennan’s call for a…

Stocks Tend To Go Higher Over Time, Even With Bad News #CarsonGroup

How Do Stocks Do After Major Events? S&P 500 Index Performance After Geopolitical And Major Historical Events

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“Stop worrying about the world ending today. It’s already tomorrow in Australia.” – Charles Schulz, cartoonist and creator of “Peanuts.”

Source: Adam Tooze's Substack

Alvin hansen had been one of the principal economic advisers to the New Deal for nearly three years when he traveled to Cincinnati in March 1940 to speak to a group of businessmen. After his address, someone in the audience asked him what must have seemed a perfectly reasonable question: “In your opinion…

A Geostrategy for Eurasia | September 1, 1997 | Zbigniew Brzezinski - To understand US Foreign Policy and NATO expansion in Europe.

"The egos and realpolitik of an American president, a Russian dictator and a Saudi crown prince have proved more important than any econometric model or Wall Street bank forecast."

"Is this the subliminal message behind the 30 percent rise in gold and the surreal 65 percent increase in silver in January? Which…

Nuclear Goes Private: India’s 'SHANTI' Announcement | Kalaari Capital | [Click Source]

"The central analytical move in The Sovereignty Spread in Copper is the reclassification of refined copper from a traded commodity into a system input whose price is subordinate to industrial throughput and state objectives." - Craig Tindale (Explaining the core thesis of the report)

"**In the Chinese system, refined copper is treated as a non-substitutable industrial utility, comparable to electricity…

"The global industrial system is currently navigating a profound structural bifurcation, a phenomenon best described as the 'Return of Matter.'" - Craig Tindale (Context: Describing the end of the post-Cold War era of assumed "infinite materiality")

"**We have entered an era of complex constraints, where the physical availability of matter, not the availability of credit, sets the limit on national…

//A perspective on US Shale

In 1643, Evangelista Torricelli used a tube of mercury to first measure pressure. In 1897, German mechanical engineer Rudolf Diesel invented the diesel engine with financial help from the Krupp family, financiers of the Third Reich. Four thousand years ago, the Egyptians invented the pump. > > Collectively, the above are the **bedrock of…

"Is Takaichi’s victory a sign that Japan is rising again? Is Japan about to attempt another reinvention — or is this simply the last confident gesture of a country learning to manage decline?"

"[If] Takaichi is successful, it will be more appropriate to invoke the era of the Meiji Restoration, a period of explosive growth and strength marked not by a new leader but by a new state." - Jacob Shapiro…

"Globalization is a fact, not a policy option." - Xavier Becerra (Context: Summarizing the bipartisan neoliberal consensus that dominated American politics from Reagan to Clinton.)

"A country serves its own interests by pursuing free trade regardless of what other countries may do." - Paul Krugman (Context: Highlighting the "intellectual arrogance" of the free trade dogmas that ignored geopolitical…