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Witkoff's Fading Star
March 31, 2025
Trump’s Special Envoy to the Middle East and Russia pointman Steve Witkoff achieved some big early diplomatic wins for the president. However, his recent comments on Hamas and the Kremlin raise serious questions about his expertise and suitability for the role.
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Canada’s Knife-Edge Election
March 24, 2025
Trump's economic blackmail and Carney's emergence onto the Canadian political scene has injected uncertainty into a contest that was previously a foregone conclusion.
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MAGA, Markets, and the Recession: A Marriage on the Rocks
March 17, 2025
The social contract between Trump and Wall Street is coming under strain
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China’s Stimulus: Too Little, Too Late?
March 10, 2025
The CCP is talking seriously about raising household consumption in China's investment-driven economy. But without bold measures to make people more willing to spend, the country is likely to remain dependant on non-productive investment to meet its GDP target.
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We seek to deliver CLARITY in CHAOS. The world is random, complicated, fragile, and misunderstood. We use data and first principles to explain why the world is the way it is. The 2 and 20 team is comprised of recovering McKinsey consultants and private equity investors.
