This week one important news is the US New National Security Strategy. Some call it Trump doctrine. Two key points are known. Because it is rather thick, I recommend Paul Kelly’s commentary. Trump thinks that Europeans are not reliable in the future due to immigration policies.  Paul Kelly | Trump sets out his agenda for brave new world 12-10, 2025 p13 Victor Davis Hanson: Trump Calls Out Europe in New National Security Strategy  (12-12)  Trump, Reagan and the GOP's Foreign P

The battle of AI infrastructure is heating up. The first segment of the video below contains good comments. The second segment shows how NY Times is biased.  * OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?  (12-6-2025)  The WSJ report below gives a good comparison of the US debt and other nations’ debt.  *WSJ 11-29 Is America Heading for a Debt Crisis? Look Abroad for Answers * Mohamed El-Erian: U.S. yield moves have more to do with Japan than Fed  (12-5)  —I

World  JUST IN: Trump warns Venezuela’s airspace is ‘CLOSED’  (11-30)   ‘INTENSIFIED INFILTRATION’: Taiwan drops MAJOR warning as Asia tensions heat up  (11-29)  ‘PREPARED TO USE FORCE’: CIA vet reveals Xi’s REAL plan for Taiwan  (11-29)   Hal Brands, Bloomberg 11-24 Taiwan Has Reached Its Tipping Point   WSJ 11-27 Trump, After Call With China’s Xi, Told Tokyo to Lower the Volume on Taiwan WSJ 11-22 The Failed Crusade to Keep a Rare-Earths Mine Out of China’s Hands WSJ 11-19

I have written a series about the restart of the Cold War or CW2 ([1,2] and references quoted). The Cold War would not have won had a good grand strategy not been drafted. For an authoritative history of the Cold War, see [3,4]. When writing [4], I was confident that a good Grand Strategy had been proposed, and Trump’s strategy seems OK.    About 6 months ago, 龙应台 published a commentary in the NY Times (see references in “Defence of Taiwan”). She called for negotiation with t

World  * Russia-Ukraine war is a 'war of Russia's choice': Dan Hoffman  (11-22)   ** Why the Cold War Still Matters with John Lewis Gaddis  (11-20-2025) How the Soviets Became Asia’s Biggest Postwar Winner - Sarah Paine  (11-20-2025)   Kudlow: The ENTIRE DYNAMIC has changed  (11-19)  * Trump SCOLDS reporter's questions to Saudi crown prince  (11-19)  Former MI6 Chief Richard Moore: I have never seen the world as 'messy' as it is now  (11-18)  WSJ Walter Russell Mead 11-17 Why

The Cancer Killers: A story where the stakes are life and death  is a documentary about two Australian doctors/researchers who invented a new way to treat cancer. Their approach attacks cancerous cells only, not normal ones. This is novel and, in principle, may apply to many types of cancers. In early trials, some near-death patients had total remission. They started a company many years ago, and after a torturous 20+ years, their treatments have yet to reach the market. The

World  If China Invades Taiwan | The Arsenal of Democracy (clip)   Anne Neuberger on Cyber Rattling, Future Wars, Mamdani, and BBC  (11-14 GoodFellows)  Gen. Keane: This is QUITE significant  (11-14) (China new carrier. drones)  ‘WE BE CAREFUL’: Expert warns China’s fentanyl pledge may hide a broader plan  (11-14)     ** Sec. Bessent reveals new plan blue states are fighting against | Rob Schmitt (11-12)  Syrian president addresses his past connections to al-Qaeda, relations

If you have not heard this book, 1929: The Inside Story of The Greatest Crash in Wall Street History  by Andrew Ross Sorkin, you are likely to hear it soon. It was published just a month ago but already a bestseller. This is not surprising since many wonder if we are witnessing a bubble right now. Although earlier I had seen several interviews with Sorkin, I had not watched them in full or rushed to read the book. There are two reasons. First, I am familiar with Andrew Ross S

World  Kremlin in CHAOS as Putin ‘exiles’ his TOP ally after ‘car crash’ Trump talks  (11-8)   Walter Russell Mead WSJ 11-3 Trump’s New World Order Putin makes MAJOR move after Trump announces denuclearization plan  (11-7)   China’s Power Is Expanding — Australia Is Next | Sean Turnell & Dave Eubank  (11-6)   NUCLEAR RACE: Iran and Russia strike 'very dangerous' new deal  (11-6)  We're witnessing "the Korean War in reverse" – Sarah Paine  (11-6)   * "This Gets NO Publicity At

(Cold War 2 Review3, 10-2025)  Last week, Trump & Xi met on the sidelines of the APEC meeting. It was the main event since Trump left as soon as this meeting was over. The major topic was the trade disputes between the US and China. Trump claimed that the meeting was a great success, in his words, 12 out of 10. As usual, Trump tries to spin his success.   There were different expectations before this meeting, some optimistic, some pessimistic. For example, Larry Kudlow and Ja

World  NEW: Russia WARNS US over Trump's nuclear testing order  (11-1)   'understand intention of Chinese' - military, economic world dominance: Kevin O'Leary  (11-1)  China Is In Trouble… Which Means So Are We  (10-31)   Jamieson Greer: We didn’t accomplish everything China, but it was a good start (10-31) Trump is FED UP with this, once and for all: Jack Keane  (10-31)   * What the Trump-Xi meeting means for US-China relations | Ian Bremmer's Quick Take  (10-31)   Trump ‘NE

Recent capital investments in AI are unprecedented. GERARD BAKER (WSJ & Times) has a well-written, important commentary [1]. (It does not appear in WSJ, at least not yet, but in The Australian. I put a copy in the shared folder.) Without the AI investment, growth of the US GDP would be much slower. Many have legitimate concerns about the AI bubble [2]. If no significant productivity improvement and good return on investment, the US economy could be in trouble when the bubble

World  * Gen. Jack Keane: Putin is pushing a ‘false narrative’ about NATO expansion  (10-26)  GOP rep advises China: Negotiating with Trump is in their 'best interest'  (10-25)  ‘I DON’T SEE THE POINT’: Chang questions Trump’s meeting with Xi  (10-25) * Trump is 'taking the gloves OFF' with Putin, says Jack Keane  (10-25)  RBC's Helima Croft: first major move by White House to sanction a Russian exporter   (10-24)  Russia’s offensive stalls again with MASSIVE losses  (10-24) 

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

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

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

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

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'  ...

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

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