On Monday, April 28, a widespread power outage hit Spain and Portugal. Other than our marketing guy who was on vacation in Madrid at the time claiming he "had no signal" and "couldn't work", this outage highlights a broader issue with renewable energy infrastructure.

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Full Newsletter: https://mailchi.mp/zeihan/the-night-the-lights-went-out-in-geor-er-spain

What do you get when you mix overly aggressive trade measures and a poor economic plan? Trump's idea of a great start. Or, as I like to call it, a policy-induced recession. Here’s what’s happening.

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Does everyone remember that bedtime story about the Three Little Pigs and the Big Bad Wolf? Well, the Trump administration is doing its best wolf impression and trying to blow the entire housing industry down.

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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-housing-problems

The Trump administration has given us a masterclass on how to set supply chains ablaze using tariffs. While some supply chains are smoldering, others are raging wildfires. So, let's look at two that are in the thick of it: steel and aluminum.

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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-steel-and-aluminum

The US has known that a capital crunch was inbound for decades now. With the Baby Boomers retiring and Trump's trade policies hitting at the same time, these financial woes might sting a bit more than we thought.

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Today we're discussing the Trump administration's 96th tariff policy which imposes port fees on Chinese ships.

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In the past, we've chatted through the domestic issues facing New Zealand, so let's discuss the economic future of the ~5 million Kiwis in the context of the shifting global landscape.

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Full Newsletter: https://mailchi.mp/zeihan/will-new-zealand-dive-or-thrive

Well, the Russian Reach series needed an update, and it's not a pretty one. The infiltration of the US government by Russian interests is growing and I don't see an end in sight.

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Full Newsletter: https://mailchi.mp/zeihan/a-concerning-update-to-the-russian-reach-series

The green transition in the US has made great progress in recent years, but the wheels are falling off. This is largely due to economic pressures, lack of financing, and the new tariffs instituted by Trump.

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Full Newsletter: https://mailchi.mp/zeihan/the-green-transition-is-over

With everything that's going on in the US, it makes sense that foreign investors decided to dump US T-Bills. But what does this mean for the government debt market and the future of the USD?

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