Decoupling

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Why are H20's now allowed to be sold to China?
It's about leverage
10 hrs ago • 
Authors of Decoupling
1
US tariffs on India, and their effects
After the United States put 25% tariffs on India, then added an additional 25% due to the purchase of Russian oil, many US companies, including major…
Sep 1 • 
Authors of Decoupling
1

August 2025

China Cannot Innovate - again
And why it keeps being said
Aug 26 • 
Authors of Decoupling
7
A response to "Underestimating China," an article in Foreign Affairs
A response to “Underestimating China” by Kurt M.
Aug 14 • 
Authors of Decoupling
7
ODD LOTS podcast
and the end of Summer break
Aug 7 • 
Authors of Decoupling
4

July 2025

The China vs. US battle for influence in Southeast Asia
And what it means
Jul 14 • 
Authors of Decoupling
2
1

June 2025

Tariff Tantrums - When Trade gets Trumped
A talk at the Hong Kong's Foreign Correspondents Club
Jun 9 • 
Authors of Decoupling
1
China Rare Earth supply and the US
What is going on?
Jun 2 • 
Authors of Decoupling
3

May 2025

The IPhone will NEVER be made in the USA
Four Reasons Why
May 23 • 
Authors of Decoupling
2
Trade War 2.0 - A podcast
And what to expect moving forward
May 22 • 
Authors of Decoupling
The US-China Detente' trade deal
And how it affects supply chains and retailers (at least for 90 days)
May 19 • 
Authors of Decoupling
The Tariff Grinch That Stole Christmas
A Retailer’s Nightmare
May 8 • 
Authors of Decoupling
1
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