Seven trillion and one reasons China stocks will keep rallying
China draws fresh investor interest as $7 trillion in time deposits come due and Trump’s singular mayhem rattles confidence in US
China needs to invest bigger at home to sustain prosperity
Low consumer spending, uncertain export outlook, public debt and shrinking population are all stubborn headwinds
US ally hedging a rational response to end of Pax Americana
US should embrace, not fear, allied hedging as necessary shift toward multipolarity where US is no longer the indispensable hegemon
Russia using Starlink and AI to knock out HIMARS
Some of the Russian drones operating in Ukraine apparently were equipped with Nvidia AI chips
Asia’s nuclear reckoning and the crisis of US deterrence
Question is no longer whether Seoul or Tokyo pursues nuclear latency but whether US can forestall those crucial decisions
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JANUARY 16, 2026
Politics in place of policy
- Germany’s authoritarian drift: political control replaces economic strategy
- How the West’s focus on Russian losses keeps peace out of reach
- Japan votes early as Takaichi prioritizes mandate over budget and reform
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US hoping sea drones can narrow China’s naval edge
USVs offer US Navy scale and adaptability but no clear answer to China’s growing numerical dominance at sea
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Ukraine war gives rise to an exorcism economy in Russia
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