THE NEXT COLD WAR
Why the 'tourist thinks it will be fought in cyberspace
With the distressing Ukraine developments, suddenly everyone is an armchair geopolitical expert. Although I have opinions, given the huge amount of uncertainty, I am not sure how much value-add I can offer with any sort of traditional analysis.
Instead, I want to highlight a risk that the market is overlooking.
I have thought for a while that given the tw…