Tag: somalia
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Every capital allocation has two questions. Where is the volume, and where is the narrative. For most of the last decade the energy transition assumed the two questions had the same answer. They did not, they do not, and the gap between them is where the money is being made and lost. The narrative lives…
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I. The Trap Is Not a Theory of Structures. It Is a Theory of Collective Nervous Systems. Graham Allison’s Thucydides Trap is usually taught as a structural claim: when a rising power threatens to displace a ruling power, war becomes likely. The structural reading is correct as far as it goes. But it is incomplete,…
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The narcocorrido does not begin with champagne. It begins with dust. A guitar is plucked like a heel on hard earth. An accordion breathes like a man who has walked too far. The song smells of diesel, gun oil, and the kitchen where a mother is still boiling beans for a son who will not…