Strategic Analysis · Geopolitical Finance · Institutional Architecture
Where Performance
Meets Practice
Independent research on Chinese strategic dependency, dollar architecture, institutional failure, and the gap between what governments say and what they do.
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Featured Analysis
China
The Largest Bailout in Human History Is Still Running
China's economy is not a miracle. It is a permanent rescue operation disguised as development — and unlike every other bailout in history, this one has no exit strategy.
Dollar Architecture
What the Framework Cannot See — and What to Use Instead
The dominant failure in Western China analysis is not methodological sophistication. It is input quality. Sophisticated models applied to compromised inputs produce confidently wrong answers.
NATO · Geopolitics
Trump's Trillion and NATO's Credibility Gap
The Ankara summit produced impressive numbers and a very disappointed president. Both things are simultaneously true. The gap between them is the story.
Institutional Architecture
The G7 Summit Is Theater — and the Audience Knows It
The performance is not for the leaders' own publics. It is staged for Beijing, Moscow, Tehran, and Pyongyang — and the gap between the script and the machinery has never been wider.
Working Papers · SSRN
China
The Efficiency Trap: How the World Is Drifting Into Chinese Dependency
Methodology
From Triangulation to Prediction: A Five-Channel Framework for Forecasting Chinese Policy Outcomes
Dollar
The Good, the Bad and the Ugly: Dollar Dominance, Institutional Failure, and the Architecture of De-Dollarization
J. Ken Rhodes
Former Chief of Securities, State of Tennessee · Regulation D Drafting Committee
Federal Court Expert Witness · M.A. Economics
Private Equity · Capital Markets · Financial Regulation
Federal Court Expert Witness · M.A. Economics
Private Equity · Capital Markets · Financial Regulation