Mar 08, 2026 I recently heard that the ongoing conflict involving Iran is causing major disruptions in the global energy markets, particularly affecting the flow of oil and liquefied natural gas (LNG) from the Gulf region. With around 20% of global LNG exports coming from Qatar and a significant portion
Mar 07, 2026 ===Email 1=== Subject: Money Stuff: Be Liquid When Others Are Illiquids Content Summary: – The newsletter discusses the illiquidity premium, especially in private credit and non-traded BDCs (Business Development Companies). – Individual investors demand liquidity and are pulling money from private credit funds like BCRED and Blue
Mar 06, 2026 Subject: Highlights from Joseph Politano & Andrew Lokenauth’s Recent Notes Dear Subscriber, Joseph Politano and Andrew Lokenauth have recently published insightful analyses worth your attention: US data center construction has hit a record, surpassing a $45 billion annualized rate, signaling heightened demand and investment in infrastructure. Reflections
Mar 05, 2026 Email 1 Summary: Hong Kong insurers anticipate a weaker 2024 with slipping premiums. Singapore launched the first market-wide concrete benchmark to help reduce carbon footprints in construction. Japanese LNG resales have surged due to domestic demand declines. Singapore investment-linked life insurance products saw significant growth. AI is
Mar 04, 2026 Email 1 Summary: The email discusses the escalating Iran conflict’s impact on global energy markets. Anas Alhajji, an energy expert, warns that investors are underestimating the crisis following Iran’s attacks on Saudi and Qatari energy facilities. The disruption affects about 14-15 million barrels of crude oil from
Mar 03, 2026 Email 1: Subject: Why the First Japan Pacific Defense Dialogue ASEAN Showing? Content: – This newsletter edition of ASEAN Wonk BulletBrief covers Southeast Asia’s first participation in Japan’s Pacific Defense Dialogue. – It assesses the geopolitical and geoeconomic significance of the dialogue. – Discusses proliferating Iran attack
Mar 02, 2026 I recently heard that gold prices have surged dramatically, reaching approximately US$5,200 per ounce in early 2026. This marks an impressive increase of over 75% in just one year, reflecting a strong performance for gold and renewed investor interest. The sharp rise suggests that many investors are
Mar 01, 2026 I recently heard that the U.S. Supreme Court ruled that the previous use of tariffs under the International Emergency Economic Powers Act (IEEPA) was illegal. The Court’s decision focused on the fact that the law does not explicitly authorize the president to impose tariffs, which are effectively
Feb 28, 2026 Email 1: Subject: Review: Demons Haunt Southeast Asia Indo-Pacific Futures Sender: aseanwonk@substack.com Content: – A new book titled “From Southeast Asia to the Indo-Pacific” by Amitav Acharya highlights the urgent need for Southeast Asia to “exorcise its demons and escape a geopolitical nightmare.” – The book stresses
Feb 27, 2026 Sure, here are concise summaries for 4 emails based solely on the provided text: Joseph Politano and Andrew Lokenauth posted new notes Joseph Politano highlighted a major milestone where the US imports more directly from Taiwan than from China. He also discussed how Trump’s exemption of AI