Emerging Markets for Non-Idiots

PUTIN'S DADDY ISSUES (WHICH ARE HIS SOLDIERS' GREAT GRAND-DADDY ISSUES)

The Russian leader and his old cronies are dying to fight World War II again. Will their grandchildren die for them?

Feb 17, 2023 • 

Craig Mellow

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March 2022

The Inertia of Evil

Russia knows its war is lost, but can't stop itself.

Mar 14, 2022 • 

Craig Mellow

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Russian Oil is Sanctioning Itself, But We Can Help

Price Supports for U.S. Shale, and Other Weird Tricks to Thwart Putin

Mar 6, 2022 • 

Craig Mellow

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February 2022

Glory to Ukraine! But Russia Hasn't Pulled Out the Heavy Artillery Yet

The one factor everyone ignored, Ukrainian resistance, has defined the war's early days. That might change, alas.

Feb 28, 2022 • 

Craig Mellow

October 2021

THIS IS PUTIN'S MOMENT. HE'LL (PROBABLY) BLOW IT.

Europe's gas crisis could bring Russia in from the geopolitical cold. But the Kremlin is addicted to hostility.

Oct 11, 2021 • 

Craig Mellow

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September 2021

CHINA'S GUERRILLA GOVERNMENT

Xi's Comrades "Reform" First, Ask Questions Later

Sep 26, 2021 • 

Craig Mellow

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Is Anybody NOT Investing Gazillions in More Microchips?

TSMC retains dominance, if it can afford it.

Sep 16, 2021 • 

Craig Mellow

KOREA GOES HUGE FOR HYDROGEN. INVESTORS NOT SO MUCH

Chaebol are hard to get excited about, even when they do exciting things.

Sep 11, 2021 • 

Craig Mellow

Will Chinese Teenagers REALLY Game Three Hours a Week?

Silly season starts for Beijing regulators

Sep 7, 2021 • 

Craig Mellow

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August 2021

There are Stocks China is NOT Cracking Down On

Look for companies that have been collateral damage in the panic selling.

Aug 1, 2021 • 

Craig Mellow

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July 2021

"Bad Boys" are the Life of China's AI Party

With BABA and DIDI on the bench, U.S.-blacklisted firms show their skills.

Jul 14, 2021 • 

Craig Mellow

EM Tech is Just Fine, Outside China

Didi's debacle shifts opportunity to India and beyond.

Jul 10, 2021 • 

Craig Mellow

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