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What you’ll get each week

1) A clear thesis on what’s happening and why it matters. Not a news recap. An argument you can test.

2) Private-sector signals that confirm (or contradict) the narrative. Positioning, supply chains, trade flows, investment behavior, sanctions adaptation.

3) Strategic implications. Who gains leverage, who loses optionality, and what changes next.

4) Frameworks you can reuse. Mental models for thinking about alignment, autonomy, and power, beyond the headlines.

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