China has been the global manufacturing hub for decades, but what happens if that goes away? If and when China experiences a significant collapse, someone will have some big shoes to fill, but who can do it?
Full Newsletter: https://mailchi.mp/zeihan/the-future-of-manufacturing-where-and-why
Published 06/28/24
Europe has been taking a beating lately, from economic issues to demographic problems, but there's a new one on the horizon. When the Ukraine War wraps up, what will the European energy situation look like?
Full Newsletter: https://mailchi.mp/zeihan/the-europeans-are-having-some-gas-problems
Published 06/27/24