Market Volatility & Investment Strategy - Market volatility is expected to return, potentially leading to an asset price explosion in the second half of the year, advising strategic positioning [2][4][6] - Historically, volatility was seen negatively, but now it's part of digitalization and financialization trends [3] - The VIX (Volatility Index) is at its lowest point in 2025, suggesting an imminent increase in market volatility [5] Tariff Revenue & US Investment - Tariff income is projected to exceed 1% of GDP, surpassing the initial estimate of $300 billion [7][8] - Private industry is committing over $10 trillion in investments into the United States [8][9] - The US is gaining advantage in the geopolitical trade realm, potentially disadvantaging those betting against it [10] Geopolitics & Trade Negotiations - The US employs a multi-lever, non-linear strategy in trade negotiations, leveraging military operations, diplomacy, economic sanctions, and oil markets [22][23][28] - Disbanding of the Klepto Task Force and discussions on Arctic routes were potential incentives offered to Russia during negotiations [30][31][32] - Arctic shipping routes are emerging as a significant geopolitical factor, influencing trade and logistics [34][35] Cryptocurrency & Digital Assets - The US government and the Chinese government are among the largest holders of Bitcoin, holding the 3rd and 4th position respectively [40] - China is seriously considering launching a yuan-backed stablecoin, potentially from Hong Kong [42] - Governments recognize the growing demand for digital assets, leading to a complex dynamic between supporting these assets and safeguarding legacy systems [44][45]

Geopolitical analyst @tanvi_ratna explains what is happening behind the scenes of the trade negotiations, along with how she stopped the crypto ban in India. https://t.co/T1XVTgp8ND ...

Great-power competition in the far north puts renewed attention on Svalbard https://t.co/x37a91BivR ...

Solid returns here, but the question needs to be asked. With stocks at an all time high. Concerns of sticky inflation and economic weakness.The impact of tariffs. Take your pick. Just how sustainable are those levels of returns.Now, I have to say, this is this is a very strong quarter, and I'm personally quite surprised that markets have done so well and in particular the rebound we've had seen since April. I think it's very, very surprising given everything that's going on in the world. It's surprising.And ...

You might have seen this on some platforms. Two Chinese ships have collided after one chase. A Philippine Coast Guard vessel in the South China Sea.Its latest dangerous encounter between the two nations with competing claims in this resource rich waterway. Clip Vincent joins us from Manila to help us understand what happened. So, Cliff, we've seen the videos.Walk us through the events of how this eventually took place. Yeah. So it happened during an operation of a Philippine coast guard.It's an operation me ...

Dramatic footage captured two Chinese vessels colliding while chasing a Philippine boat in disputed waters in the South China Sea.🎥 Watch more: https://t.co/xiztjr9NKu https://t.co/Zhofm79lfd ...

Australia reportedly plans to recognize a Palestinian state, joining the UK, France and Canada as concern mounts over Israel’s military campaign in the Gaza Strip https://t.co/hVHBqSxRl4 ...

Geopolitical Strategy - India is resisting U S pressure to cut ties with Moscow [1] - India benefits economically and geopolitically from its relationship with Moscow [1] Economic Impact - The relationship with Moscow brings economic benefits to India [1] Trade Relations - U S tariffs pose a threat, but India is maintaining ties with Moscow [1]

An American-backed deal between Armenia and Azerbaijan could weaken Russia https://t.co/y9Os6La9Ts ...

America may be trying a new tack in its push to eliminate a Chinese presence around Panama’s canal https://t.co/Gzth8FugZb ...