Noah Smith , an American columnist and Substacker, and historian Niall Ferguson both made the mistake last week of attempting to rationalise the Trump administration’s fumbling attempts to get Ukrainian peace talks underway. Niall Ferguson appears to be making a completely reasonable point—o

Alpha Sources

04.03.2025

The tragedy of Trump v Zelensky — Alpha Sources.CV

Last week, I questioned how seriously we should take the initial direction of Mr. Trump’s attempt to end the war in Ukraine—an approach that involves openly conceding to Russia’s demand for territorial annexation and a binding commitment to block Ukraine from NATO membership. This was followed by

Alpha Sources

17.03.2025

Things to think about #10 - Ukraine, the Endgame, and Coding with AI — Alpha Sources.CV

Glenn Loury and John McWhorter are at their best when they disagree, and I enjoyed their discussion about the disastrous exchange between Trump, Vance, and Zelensky at the White House. Both agree that the U.S. is right to push for a negotiated settlement, which involves pressuring Ukraine to ack

Alpha Sources

01.04.2025

Global Leading Indicators Feb 2025 - In the Pipe, for Now — Alpha Sources.CV

It’s been a while since I’ve been writing about markets and the economy. The reason, as I touched on earlier this month, is that I’ve been working on some scripts—with the help of my now trusty and indispensable ChatGPT+ subscription—to automate chart generation for the indicators and data I use and

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Economy

Trying to make sense of the senseless — Alpha Sources.CV

The tragedy of Trump v Zelensky — Alpha Sources.CV

Things to think about #10 - Ukraine, the Endgame, and Coding with AI — Alpha Sources.CV

Global Leading Indicators Feb 2025 - In the Pipe, for Now — Alpha Sources.CV

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