csmart's profile picture. Managing Partner, Arbroath Group, the geopolitical strategy firm.  Fmr US Treasury & White House. http://LeadingThoughts.Substack.com

Christopher Smart, PhD CFA

@csmart

Managing Partner, Arbroath Group, the geopolitical strategy firm. Fmr US Treasury & White House. http://LeadingThoughts.Substack.com

Even if Trump and Xi  actually bless a trade agreement, the world’s two largest economies are likely to sign a very small deal. Because without establishing a long-term strategy, any deal Trump signs will fall short of what both countries need ... time.com/7329137/trump-…


I'll be speaking at FFI Boston 2025: Where Legacies Meet Innovations on Oct 29 - 31, 2025. "All Geopolitics Is Local," is my title for an exploration of the global risks and opportunities ahead - via #Whova Event Platform tinyurl.com/2ysfdych @FFIGlobal


Christopher Smart, PhD CFA 님이 재게시함

How is Putin going to get to Hungary?

YourAnonCentral's tweet image. How is Putin going to get to Hungary?

barrons.com/articles/gover… via @BarronsOnline In yet another sign of America’s amazing economic resilience, not even the prospect of an extended government shutdown has dented the country’s outlook, as measured by its financial markets. But investors shouldn’t be complacent…


#trade #geopolitics #markets Subscribe to Leading Thoughts on Substack!

csmart's tweet image. #trade #geopolitics #markets 
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How often have you bought bonds in a firm that doesn’t have a budget for the coming year? How much confidence do you have in senior management that partially shutters operations when they can’t agree on spending priorities? #geopolitics #markets leadingthoughts.substack.com

csmart's tweet image. How often have you bought bonds in a firm that doesn’t have a budget for the coming year? How much confidence do you have in senior management that partially shutters operations when they can’t agree on spending priorities? #geopolitics #markets leadingthoughts.substack.com

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