I've done a handful of videos on semiconductors and there's a very good reason for that. The production of semiconductors and the companies involved will be under the spotlight for the next few years as the entire industry gets shaken up.

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Full Newsletter: https://mailchi.mp/zeihan/tsmcs-semiconductor-production-in-the-usa

When asked to list the things I worry about for the US, most of the typical geopolitical issues I discuss aren't on that list. So, today we're getting a bit more granular and talking about fentanyl.

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Unlike Trump's proposed tariffs for China, the tariffs heading for Canada and Mexico can be viewed as leverage (or bargaining chips) to address issues amongst our North American trade partners.

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Full Newsletter: https://mailchi.mp/zeihan/trump-tariffs-part-2-canada-and-mexico

The Trump administration is planning to impose some hefty tariffs on China. This isn't just to reform trade practices and show China "who's the boss", but rather to shift industrial production away from China permanently.

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The US oil industry has seen a massive boost thanks to the shale revolution, but can the Europeans replicate the success the US has seen?

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Following the United States' approval for Ukraine to use its weapons systems inside of Russia, Putin decided to launch an intermediate-range missile called the Oreshnik into Ukraine.

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I'm overlooking the city of Chihuahua, Mexico as I record today's video. This city is just one of many that is preparing for a post-China world, and you can probably hear all that preparation going on in the background...

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If you're getting worried about Chinese investments into infrastructure in Mexico, it might be time to switch the TV off and take a walk...because that narrative is a complete fabrication.

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Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-chinese-investment-in-mexico

Listen, I'm not one to scoff at a nice serving of fish ‘n’ chips, but when you're serving baked beans for breakfast...that's where I draw the line. You guessed it, we're talking about the decline of British agriculture today.

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The Biden administration just gave Ukraine the greenlight to use American weaponry inside of Russian territory. So, what does this mean for the future of the Ukraine War?

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Full Newsletter: https://mailchi.mp/zeihan/ukraine-can-now-strike-russia-direct