February 2018

Chinese Innovation Acceleration

One of the core thesis of BTCH is that there are five stages of an Empire: the first of which is characterised by “copy and assimilate” as a rising system seeks to gain best practice knowledge to accelerate its growth. For many years China was known as just that, a nation that copied others. Indeed it has taken this “copy and assimilate” stage to new levels with its systemised, government sponsored intelligence operations designed to extract every piece of IP for advanced technology from every nation in the world, specifically America.

The Arkent Scenario - A Bleak Global Economic Outlook for 2018-2020

We have mentioned that we expect a trade war to unfold between Trump’s America and China this year so how does that translate into the global markets?

Early in 2017 we created what we called the Arkent Scenario as the sequence in which we expected the markets to roll over into global economic trauma. The Arkent scenario was a road map to follow markets and prepare for the worst. It articulated the following signs in this specific order:

Empire cycles & leadership: the Ugly & the Great Part II: The Great

During the positive phases of an empire leaders serve the people they lead, which is in sharp contrast to the negative self-centred leadership values demonstrated in the declining phase of empire.

The recent film “The Darkest Hour” is firstly an absolutely brilliant and engaging drama. Secondly, like all successful films, its’ underlying theme resonates with the state of the underlying society from which it originates.