Month: January 2026

Does Davos Have a Spine?

This is the first year since I stopped attending the World Economic Forum in Davos in 2012 that I wished I was there. (I was a regular for over 15 years—mainly in my Morgan Stanley capacity and then as part of the Davos “faculty” when I moved to Yale; for those who...

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What Does Venezuela Imply for Taiwan?

Taiwan has long been China’s inviolable “red line.” Reunification with the renegade province is a nonnegotiable political imperative. In recent years, whenever China senses the threat of a serious risk to reunification with Taiwan, it almost always responds with...

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