William Holland

Beijing: Debt, Property & Consumption 07.03.2024 3:52 ↓

All remain in permanent crisis mode, Beijing is out of ideas.

META:Toast..... 07.03.2024 3:54 ↓

Financials matter, but so does trust.

How to Grow India: Domestic Political Reform 09.02.2024 8:28 ↓

Money, institutions, governance.

Tempered Boom/Bust Cycles, Commodities & Famine 09.02.2024 4:34 ↓

How 2024 unfolds.

The Saudis Rich Man Problem 09.02.2024 8:04 ↓

Embodying principles of markets.

The Race Outside the West 09.02.2024 18:16 ↓

Pacific region and the global south are all competing, reforming.

How the Americans Dominate as a Petrolstate 06.02.2024 8:01 ↓

Secondary bond markets and civil society remain sources of strategic growth. (ERROR: Permian basin is west Texas, not Africa.)

Saudi Arabia's Aramco & China 05.02.2024 3:25 ↓

Refining & Surviving.

Judicial Supremacy in Israel 05.02.2024 5:54 ↓

What's at stake is the character of Israeli political regime.

China's Exhausted Growth Strategy 05.02.2024 4:15 ↓

It's Keynes,...........again.

The West Mired in Romantic Socialism, The Rest Are Tribal 05.02.2024 7:45 ↓

Two types of tribalism dominate.

King Bibi Hangs on 05.02.2024 4:33 ↓

Coalition membership & structure matter.

2024 is 2016 All Over Again 05.02.2024 3:39 ↓

Complacency and cowardice dominate.

Xi Jingping Cannot Trust Party Cohorts Dominating Military Leadership 01.02.2024 4:23 ↓

An Empire with ZERO social trust doesn't bid a sound future.

Israel Not Losing, Hamas Not Winning 01.02.2024 5:44 ↓

Politics will determine scope of this latest round of conflict.

A New Vietnam War: National, Geopolitical & Trade 01.02.2024 5:54 ↓

Triangulation dominates the Pacific.

The Boys in Beijing Change Tone 03.12.2023 5:17 ↓

They need the west more than we need them.

The Return of the Patriarch: Sharif & Civilian Supremacy 26.11.2023 6:39 ↓

Pakistan's balance of payments crisis means regime change.