Category: Decline and Fall of the USA

U.S. Capitol building at night in September 2025, symbolizing the engineered constitutional crisis of a government shutdown.

The looming shutdown is more than budget drama. It’s a lever that can rewire power inside Washington, stress‑test U.S. governance, and reshape perceptions abroad. We map the catalysts, explain how a shutdown can operate as a deliberate strategy, outline the incentives to keep it going, and connect the dots to our long‑horizon Scenario 4.

Chinese President Xi Jinping delivering a video address to the UN General Assembly in 2025, highlighting China’s climate pledge.

The past 24 hours have delivered several high-impact headlines across geopolitics, climate, domestic unrest, and grand strategy. We give a curated review of what matters — with implications for how each event connects to our four global scenarios and six core investment themes.

Empty seats at the UN General Assembly in 2025, symbolising a shifting world order

Each September, the United Nations General Assembly (UNGA) offers leaders a stage to present their visions of the global order. In 2025, the most striking image was not a speech, but rows of empty seats. This absence spoke louder than words, symbolising the UN’s fading role and the emergence of a fragmented international system. It

Lithium, copper, gold, and rare earths as commodities turned into weapons in a multipolar world, 2025.

From lithium and rare earths to gold and uranium, critical resources are moving from the sidelines of the economy to the center of geopolitics.

Gold ultimate hedge as central banks diversify reserves amid instability

As debt balloons and central banks diversify away from the U.S. dollar, gold is reclaiming its place as the world’s ultimate hedge.

Global energy transition with China leading EVs, batteries, and renewables

Electric vehicles, batteries, and solar power are driving a global energy revolution — and China is leading the charge.