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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?
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Craig Mellow
3

March 2022

The Inertia of Evil
Russia knows its war is lost, but can't stop itself.
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Craig Mellow
1
Russian Oil is Sanctioning Itself, But We Can Help
Price Supports for U.S. Shale, and Other Weird Tricks to Thwart Putin
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Craig Mellow

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.
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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.
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Craig Mellow

September 2021

CHINA'S GUERRILLA GOVERNMENT
Xi's Comrades "Reform" First, Ask Questions Later
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Craig Mellow
Is Anybody NOT Investing Gazillions in More Microchips?
TSMC retains dominance, if it can afford it.
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Craig Mellow
KOREA GOES HUGE FOR HYDROGEN. INVESTORS NOT SO MUCH
Chaebol are hard to get excited about, even when they do exciting things.
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Craig Mellow
Will Chinese Teenagers REALLY Game Three Hours a Week?
Silly season starts for Beijing regulators
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Craig Mellow

August 2021

There are Stocks China is NOT Cracking Down On
Look for companies that have been collateral damage in the panic selling.
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Craig Mellow

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.
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Craig Mellow
EM Tech is Just Fine, Outside China
Didi's debacle shifts opportunity to India and beyond.
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Craig Mellow
© 2024 Craig Mellow
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