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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
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Craig Mellow
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Emerging Markets for Non-Idiots
PUTIN'S DADDY ISSUES (WHICH ARE HIS SOLDIERS' GREAT GRAND-DADDY ISSUES)
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March 2022
The Inertia of Evil
Russia knows its war is lost, but can't stop itself.
Mar 14, 2022
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Craig Mellow
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Emerging Markets for Non-Idiots
The Inertia of Evil
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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
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Craig Mellow
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Emerging Markets for Non-Idiots
Russian Oil is Sanctioning Itself, But We Can Help
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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
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Craig Mellow
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Glory to Ukraine! But Russia Hasn't Pulled Out the Heavy Artillery Yet
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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
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Craig Mellow
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Emerging Markets for Non-Idiots
THIS IS PUTIN'S MOMENT. HE'LL (PROBABLY) BLOW IT.
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September 2021
CHINA'S GUERRILLA GOVERNMENT
Xi's Comrades "Reform" First, Ask Questions Later
Sep 26, 2021
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Craig Mellow
1
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CHINA'S GUERRILLA GOVERNMENT
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Is Anybody NOT Investing Gazillions in More Microchips?
TSMC retains dominance, if it can afford it.
Sep 16, 2021
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Craig Mellow
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Emerging Markets for Non-Idiots
Is Anybody NOT Investing Gazillions in More Microchips?
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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
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Craig Mellow
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KOREA GOES HUGE FOR HYDROGEN. INVESTORS NOT SO MUCH
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Will Chinese Teenagers REALLY Game Three Hours a Week?
Silly season starts for Beijing regulators
Sep 7, 2021
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Craig Mellow
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Will Chinese Teenagers REALLY Game Three Hours a Week?
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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
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Craig Mellow
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There are Stocks China is NOT Cracking Down On
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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
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Craig Mellow
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"Bad Boys" are the Life of China's AI Party
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EM Tech is Just Fine, Outside China
Didi's debacle shifts opportunity to India and beyond.
Jul 10, 2021
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Craig Mellow
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Emerging Markets for Non-Idiots
EM Tech is Just Fine, Outside China
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