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Trump and His Strategies (10-2025)

Three world class scholars debate Trump’s strategies, policies, and results.  * Niall Ferguson, VD Hanson, S Kotkin: 3 Historians Debate The Era of Trump (UnCommon Knowledge 10-15-2025)  Each has made good points on each topic. It is very high quality.  A little earlier Niall Ferguson gave two (or three) interviews. The one with Bari Weiss is very helpful, perhaps because in part Bari Weiss is a very good journalist.  * Niall Ferguson: Navigating The New Gilded Age - Debt, Go

AI&Economy10-18-2025

First, several videos confirm that AI does improve productivity. This is very important. 1) Future wide adoption is likely. 2) AI stocks will outperform at least in the medium term. 3) This and economic activities may alleviate the US government debt problem. (I have high respect for Larry Fink and Brad Gerstner.)  ** BlackRock CEO Larry Fink: We, as country, need massive investments in AI (10-15)  * Altimeter Brad Gerstner: The phase shift associated with AI is as big as the

CW2 R2 Gaza & China

(Cold War 2 Review 2)  Middle East - Gaza Ceasefire  The Gaza ceasefire is Trump’s great achievement. However, it will not be easy to...

Update10-6-25 (Comey, World)

Comey and related cases. Developing, * ‘GRAND CONSPIRACY’: GOP rep drops bombshell on Comey and FBI  (10-2) * Breaking Down Lawfare,...

Update 9-30-25 (World, AI, Law)

Several big events the past week + 2 days. I do not have time to elaborate.  World  Trump to Russia: 'I think it's time to STOP'  ...

Charlie Kirk and American Democracy

Before Charlie Kirk’s assassination, I heard the name and watched two or three YouTube videos. His understanding of politics, economics,...

CW2 Review 1

Several recent developments warrant a quick review. At a very high level, there should be a grand strategy. The important ones are from...

Update 9-20 (Politics, Economics)

A very good interview:   * Donald Trump’s Role in the New International Order  (9-19)  (Walter Russell Mead)    Ukraine War:   * A...

Update 9-13 (Politics, Economy, AI)

Gary Cohn’s interpretation on tariffs and economy is good.  * Gary Cohn on state of the economy, Pres. Trump's tariffs agenda and impact...

Update 9-6 (World, Economy)

An excellent discussion:  ** Niall Ferguson on How Trump Is Changing America and the World | Charlie Rose  (9-6)  You might combine it...

Update 8-30 (AI, World)

* AI disruption of entry-level roles now climbing the corporate ladder  (8-30) can be important for two reasons. 1) efficiency is real;...

Trump vs. Putin

The situation of the Russia-Ukraine war is changing so fast that it is hard to keep track. A little over a week ago, we were anxious to...

Update 8-24 (Russia-Ukraine War)

World  Trump sets TIGHT deadline on Russia-Ukraine decision  (8-23) Gen. Keane: US MUST be on the ground in Ukraine  (8-23)  Trump-Putin...

Update 8-17 (Ukraine War, AI)

World  * Condoleezza Rice on the Trump-Putin Meeting & America at 250 Years  (8-16)   Doocy: Peace process HAS BEGUN, but going to be...

A Grand Strategy for Cold War II

More than a year ago, I was contemplating a grand strategy in the 2nd Cold War. This was mentioned in [1]. Once we realize that the...

The Federal Reserve (3)

The US government debt now is huge. It is not sustainable. Moreover, it might threaten not only the economy but also the nation and the...

Update 8-9 (Russia, Gaza, Tariffs)

World  Will Putin come to this conclusion?: Military expert  (8-9)   Trump-Putin meeting may bring 'significant concession' from Russia...

The Federal Reserve (2)

After reading the Federal Reserve (1 ) , one might think that the Federal Reserve’s job is quite simple: obtain data (i.e., economic...

Update8-2(Russiagate, AI, Economy)

World  What to Make of Trump Sending Nuclear Submarines Toward Russia?  (8-2) LAST CHANCE, PUTIN: Trump makes 'nuclear moves' on Russia...

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