Our Macro Publications

Grand Framework Global Macro
The Era of Regime Change: why the 21st century demands new software

anti-involution
China’s Quest for Sustainable Growth

Commodities or the Collateral of Power
The Strategic Repricing of the Real World

The Three-Body Dance
Finance, Power, and Chaos in the 21st Century

From the Treasure Fleet to the Belt and Road Initiative:
History, Legacy, and Global Strategy

Navigating our Global Macro Cycle
From Jevons’ Paradox to Social Darwinism in the Age of AI
