In this paper we discuss:

  • A unified theory to explain the recent events in Venezuela, Iran, Greenland, Russia/Ukraine, Taiwan, etc
  • The “Donroe” Doctrine and its three phases: offensive, consolidation and retrenchment;
  • How this will shape the competition for global dominance between the US and China; 
  • The possibility that the world will be divided into “spheres of influence” with a Yalta 2.0 agreement; The limited role that Europe can play in this context; 
  • The macroeconomic and fiscal implications of this evolution of events; 
  • The ongoing process of de-dollarisation vs re-dollarisation of the global economy;
  • The potential domestic repercussions in the US, which moving towards a more autocratic form of government.

    Download PDF: “Donroe” Doctrine

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