Michael McNair
I’m a fund manager at a U.S.-based institutional asset manager, writing about markets and macroeconomics. I explore how policy, capital markets, and economic systems interact—often challenging conventional wisdom.
China’s ChokeholdBeijing’s supply chain dominance threatens American national sovereignty.The Rare Earth Elements TrapFree market fundamentalism can't compete with Chinese subsidies.Of Trade and Capital: A Tale of Two StrategiesBeyond tariffs, capital flow tools are critical to reshaping America’s economy.