Trump at Davos marked start of a new world era
It’s becoming clearer US is Europe’s adversary, not ally, and that Greenland annexation is just the beginning of Trump’s plan
Vietnam now a party of one under To Lam
Charter amendments to dismantle old ‘four pillars’ system, dissolving checks and balances to put all power in To Lam’s hands
US doubles down on F/A-XX fighter to hold China at bay
F/A-XX lock-in aims to keep aircraft carriers relevant by prioritizing range and survivability over China’s superior numbers
US, China once had rare-earth aces in the hole but the US folded
Now China has a kill switch for US defense and high-tech industry, and that explains Trump’s lust for Greenland and Canada
Japan’s Takaichi fast headed for a Liz Truss moment
Currency and bond traders voting on Takaichi’s fiscal spending plans by dumping the yen and pushing yields to record highs
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JANUARY 23, 2026
When leverage replaces certainty
- US trade no longer anchors Germany’s export model
- Political blizzard in Japan leaves voters with limited visibility
- Russia builds leverage with Trump through ‘yes, but’ diplomacy
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