HeyJaredsmall world
Perspectives on the intersection of global economics, geopolitics, & economic policy, by David Skilling
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 16, 2026
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- Aug 19, 2026
Latest issues
Capital wars are coming (opens the original)
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This post highlights a few selected arguments from my latest client note on capital wars. My central conclusion is that capital wars are more likely, and nearer-term, than widely expected. The note was discussed in a Financial Times column last week: <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!jXsD!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Facfef7d4-2279-4457-87c2-f
The return of fiscal primacy (opens the original)
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This post draws from a client note last week. I’ve focused here on my summary interpretation of recent developments in the global economy; the client note also outlines specific economic, market, and geopolitical implications.Global economic and geopolitical regime change from the market state to state capitalism has been underway for the past several years, and is accelerating and intensifying.Macro policy is a core domain on which this global regime change will play out. The demands
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