Sta Hungry Stay Foolish

Stay Hungry. Stay Foolish.

A blog by Leon Oudejans


From Hanseatic League to ‘Friend-Shoring’

On 13 July 2022, the FT published this opinion article: No, the global economy is not breaking into geopolitical blocs. Since 2015, I have been arguing that the world is heading for global city-states and a new Hanseatic League. Terms like 'Friend-Shoring' and 'geopolitical blocs' are - essentially - similar. "US Treasury Secretary Janet Yellen has proposed...

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Why leave Russia and stay in China?

My question above might be rhetorical. Several articles (eg, WSJ) highlight that foreign investors are fleeing China due to (1) its zero-Covid policy, including factory lockdowns, (2) its transition from pragmatism to ideology, (3) its saber-rattling on Taiwan, and (4) its support for the Russian invasion of Ukraine. A recent Dutch FT article still argued that...

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Biden’s Taiwan ‘Gaffe’ Is a Smart Strategy to Deter China (Bloomberg)

Bloomberg title: Biden's Taiwan ‘Gaffe’ Is a Smart Strategy to Deter China Bloomberg subtitle: After years of “strategic ambiguity” it’s high time for clarity on whether the US would defend the island against attack. Opinion by: Hal Brands Date: 24 May 2022 “Once is a gaffe, three times is a policy. During his trip to Asia, President Joe Biden stated, for...

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New: a proxy World War

I never thought that I would be writing this blog. I'm still hesitating. Once it's published then I will have made my final decision. I'm hesitant because of the big words that I'm using (ie, a proxy World War). It's the only way that I can classify what's going on in Ukraine. This is no longer a regional war. Let me start by explaining my choice of words: a proxy...

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Foreign cash fleeing China adds insult to injury (Bloomberg)

Bloomberg BreakingViews title: Foreign cash fleeing China adds insult to injury Bloomberg BreakingViews alternative title: Easy come, easy go By: Pete Sweeney Date: 28 March 2022 "Beijing’s close ties with Moscow may be rattling foreign investors. A study by the Institute of International Finance found that China has been experiencing “unprecedented”...

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How the Ukrainian Battlefield Redefines the World (GPF)

GeoPolitical Futures title: How the Ukrainian Battlefield Redefines the World By; George Friedman Date: 22 March 2022 "The war in Ukraine is a humanitarian tragedy to be sure, but that’s not why it has commanded the world’s attention. After all, there are humanitarian crises taking place in Yemen, Syria and other countries as I write this. From a geopolitical...

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