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...

The recent assassination of Charlie Kirk in America has led to heated debates on politics, freedom of speech, education and media...

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

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

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

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

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...