Under what conditions does dollar primacy unravel?
The Iran war is not the perfect storm. But it shows us the shape of one — fiscal, energy, payments, alliance — and which combination would push the dollar over.
Wealth Magazine · 財訊Most of our work is confidential. This is what we publish. Read it for the judgment, not for the verdict.
The Iran war is not the perfect storm. But it shows us the shape of one — fiscal, energy, payments, alliance — and which combination would push the dollar over.
Wealth Magazine · 財訊Ten lessons. After Afghanistan, American expeditionary doctrine has changed. Taipei's procurement debate has not caught up. It needs to.
China Times · 中國時報Trump's last-hour announcement, the Pakistani back-channel, and ten conditions on the table. Read from Beijing, the talks look like a different transaction.
Wealth Magazine · 財訊The chokepoint everyone watches is fab capacity. The chokepoint forming is mask-making and rare-earth refining. The map matters.
SouthRock BriefingA short framework for principals who want to know when to stop reading the headlines and start moving capital.
China Times · 中國時報The defense top-line increased. The personnel line did not. That tells you something the headline did not.
Wealth Magazine · 財訊Let's Rock · Hosted by Cedric T. Chou
What wargames can — and can't — tell us about cross-Strait outcomes.
Watch on YouTube →Let's Rock · Hosted by Cedric T. Chou
How U.S. policymakers actually read Taiwan's partisan divide — and why it matters.
Watch on YouTube →Let's Rock · Hosted by Cedric T. Chou
Tariffs, industrial policy, and what a second-term economic doctrine looks like in practice.
Watch on YouTube →Let's Rock · Hosted by Cedric T. Chou
Reading the political logic of a second Trump term from a Washington vantage point.
Watch on YouTube →A defense scholar's framework for thinking about cross-Strait deterrence over the next two decades.
The textbook for the Young Leaders strategy seminar. Read in dialogue with Sun Tzu and Tocqueville.
The book most often quoted at our convenings — and most often qualified, gently, by the people quoting it.