Description
As the ice begins to melt in the Arctic, will the Russians be able to establish a shipping route to the north? While establishing a northern sea route is possible, it won't be the gold mine its been made out to be.
Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-the-russians-create-a-great-northern-sea-route
Who doesn't love spending their morning trying to understand what the Federal Reserve is doing? Oh, no takers? Well, let's at least look at inflation trends and where I expect interest rates to go.
Full Newsletter: https://mailchi.mp/zeihan/much-higher-interest-rates-for-much-much-longer
Published 05/10/24
Well, it looks like there's something in the water in the US and it ain't little blue pills. The recent US Census data shows a 40-year low in the birth rate - about 1.6 per woman.
Full Newsletter: https://mailchi.mp/zeihan/us-birth-rates-plummet-to-40-year-low
Published 05/09/24