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What Would Sun Tzu Say About War with Iran?
What I’m paying attention to John Spencer, Executive Director of the Urban Warfare Institute, writing on his Substack, 4 April 2026. Read the full piece here. Follow Spencer on X at @SpencerGuard. What it says Sun Tzu is one of the most quoted and least understood strategists in history. Spencer’s contribution is to strip away
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Michael Howell: the liquidity cycle has peaked
What I’m listening to Michael Howell on George Noble’s podcast, 30 March 2026. Follow Howell at @crossbordercap What it says The global liquidity cycle has peaked. Howell projects a structural bottom in 2027, driven by a refinancing trap where exponential debt growth outpaces the capacity of financial balance sheets to roll it over cleanly. Why
