X @Balaji

Btw, I do give @PeterZeihan credit for talking about axes that few were considering 10+ years ago. Those constants like shipping lanes did become variables. I mainly disagree with the sign of his conclusions, in terms of what he expects to rise and fall.https://t.co/FuCssBNKkTBalaji (@balajis):@nic_carter Conversely, I do give Zeihan credit for identifying interesting axes, things that people took for granted as constants that he rightly recognized to be variables. Like US willingness to guard shipping lane ...