1 filters applied
GeopoliticsGlobal power, conflict, and policy intelligenceShowing 24 of 83
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 24 of 83
*From 51 to 5: Mapping the U.S. Defense Industrial Base Consolidation. “Last Supper” (DoD consolidation push) in 1993 triggered rapid mergers across the defense industry. #J.P.Morgan*
*An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan*
From 51 to 5: Mapping the U.S. Defense Industrial Base Consolidation. “Last Supper” (DoD consolidation push) in 1993 triggered rapid mergers across the defense industry. #J.P.Morgan
An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan
AI Summary
Core thesis
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…
"The person who settles disputes is in charge. Not the person who starts them, not the person who wins them—the person who stops them." - Tucker Carlson [00:10:19]
"If we get deeply involved and deeply entangled with Iran, we are playing right into China's hands... China will simply just watch us bleed out economically as we bleed out on the…
"Our problem is we have no idea how to manage social media. That is the biggest problem in the United States today." - Stephen Kotkin [00:02:15]
"All successful societies are based on two things and two things only: competent and compassionate leadership, and social solidarity and trust." - Stephen Kotkin…
"there's nothing older than having a fight over a choke point like the straight of Hormuz..." - Niall Ferguson [00:03:33]
"if the Russians can build get this four million Shahid type drones in a year... who knows how this can develop nobody paid any attention" - Niall Ferguson…
"Iran has stated that its purpose its goal its strategy is to move oil to $200 a barrel which will have a really significant impact on the global economy because the entire global economy is based on access to cheap energy." - Professor [00:01:41]
"Remember that America is sitting on $39 trillion in debt and so the American economy is a Ponzi scheme that relies on…
"In the councils of government, we must guard against the acquisition of unwarranted influence, whether sought or unsought, by the military-industrial complex." [01:53]
"The potential for the disastrous rise of misplaced power exists and will persist." [02:04]
Citation: Farewell address by President Dwight…
McKinsey: The growing US national debt threatens investor confidence
The federal debt today stands at $38 trillion, or 120 percent of GDP. This is higher than the 119 percent recorded in 1946 in the aftermath of World War II and barely less than the all-time high set in April 2020 at the height of the COVID-19 pandemic. The United States has one of the highest national debt levels relative to GDP of major…
The rise of American competitiveness did not follow a linear or clear trajectory. Growth and innovation often happened in bursts, after moments of disruption and reinvention. Taking stock of the past 250 years of US economic history, four chapters emerge (Image). In each, the United States led global markets in at least one major area while working on new strains of innovation that planted the seeds for the…
Competitiveness indicators for G7 economies and Mainland China. #McKinsey #Report
By 1900, the United States had the world’s leading economy by size andindividual incomes. #McKinsey #Report
McKinsey: " The US is the most economically competitive country in the world today, but it has work to do. Despite accounting for just 4% of the world's population, the US produces 26% of GDP, 27% of research & development, and has 59 of the world's 100 most valuable firms. But the world is changing rapidly, and the next chapter holds immense challenges. How can the US best position itself to…
"If the Pacific Ocean had been land, we would have just kept going." — John Mearsheimer [00:07:31]
"The ideal situation for any country is to be a regional hegemon and there's only one regional hegemon in recorded history and that's the United States of America." - John Mearsheimer [00:08:38](https://www.youtube.com/watch?v=8r_NU-1oUUU&t=0h8m38s)…
"Trump has failed to articulate a purpose and a strategy for this war." - Jiang Xueqin (On the lack of clear U.S. objectives) 00:00:42
"The Iranians are fighting a war of attrition, unfortunately, the Americans are fighting a war of destruction." - Jiang Xueqin (Contrasting the strategic approaches of the two powers)…
Source: Judge Napolitano - Judging Freedom | Guest: Prof. John Mearsheimer Date of Analysis: March 3, 2026 Context: The report covers the onset of the full-scale US-Israeli air campaign against Iran that commenced on Saturday, February 28, 2026.
1. The Strategic Paradox: Defining "Winning" Professor Mearsheimer argues that the US and Israel have entered a conflict with fundamentally…
"The GCC is a very important trading partner for India... $178 billion worth of trade last year. We have 10 million people in the region; their remittances are one-third of the total remittances that India gets." - Guest (Ambassador) (Context: Outlining the sheer scale of Indian economic exposure in the Gulf) [00:00:08]
"I have no doubt India will…
US Forces in the Middle East #Bloomberg
"It's not just that you get a factory a building with some operators that they go and recruit. It's you get a full engineering team that co-designs the product for you." - Sam De Miko (Discussing the reality of modern Chinese contract manufacturers) [00:08:22](https://www.youtube.com/watch?v=TRcvUUMaBcA&t=0h8m22s)
"There is a reinforcement learning with factory feedback step that unless you build stuff at…
Graphic from the @kpler team (h/t 'Super Flo' aka Florian Grünberger) depicting the share of global seaborne commodity flows transiting the Strait of Hormuz in 2025 (imports + exports).
When they allude to Mark Twain's prescient but overused quote :- "History Doesn't Repeat Itself, but It Often Rhymes” , this is what they mean:- The following article appears in The New York Times' print on Oct. 12, 1986. Yes, 1986 - not the 2020s. Such uncanny resemblance today:-
Article:-
*THIS is another story of the loss of a manufacturing industry to Japan, of protectionism that backfired, and…
"virtually every country in the world except Israel does not want us to attack... only one country on the planet, Israel, is pushing for this." - John Mearsheimer (Discussing global opposition to a US-Iran war) [00:01:30](https://www.youtube.com/watch?v=vx1KnspP1gM&t=0h1m30s)
"he said that what he needs to hear from them and he has not heard from them are what he called... 'secret words'... 'we will never…
