A New World Order...Are China, Russia and The USA Carving Up The World?

Good morning everyone.

I am not a global macro type person though I have been down that rabbit hole a few times as a trend follower. The world is too big and complicated for me to invest that way.

I don’t even waste time thinking about conspiracy theories other than the markets are rigged.

But here we are in 2025 and the global world order is definitely changing, which means global macro is on my mind.

Take for instance that I won’t miss the Canada/USA hockey game tonight.

When I was a kid in Toronto, the only hockey game I would not miss was a Canada/Russia hockey game.

I won’t mis it because in the last game, Canada booed thje USA national anthem and because the first game was a war.

While great for the game, it is rather sad.

The world order is changing.

We went from the United Nations to FAANG (Facebook, Apple, Amazon, Netflix and Google) and seem to be on the verge of ‘Putin, Xi, Trump’ (XPT).

In the WSJ today, they offered up an explanation of a new world order.

I should not be surprised because I think the United Nations is a broken, useless and racist organization and US tech companies are doing what ever the hell they want.

I really do not know how this all plays out for my family or the market because it is something new that I will have to be thinking about outside investing and the markets for the first time in my life.