The primary subjects of this blog/newsletter include the geopolitical relationship between The United States and China and analysis of China’s evolving relationship with the incumbent world order.

This publication is a reflection of where I’m focusing my attention. I write to educate myself. I publish to test my ideas and receive feedback from those who possess superior knowledge or heterodox views.

Thank you for reading — Kevin


Kevin Tellier
Global macro strategist and portfolio manager for a multi-family office based in New York City. 15 years expertise in US-China relations, geopolitical risk. Fluent Mandarin speaker.