CURRENT EDITION
Mar 17, 2026
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4 min read
Iran isn't just closing a strait. It's dismantling infrastructure that took decades to build and will take decades to replace
Mar 15, 2026
10 min read
When the world's sole superpower needs to ask for help reopening a shipping lane, the lane stays closed.
Every Sunday — one issue, one thesis, one set of signals to watch.
