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A Tale of Two Elections
May 5, 2025
Last week's elections in Australia and Canada show that Trump 2.0 is increasingly unpalatable in Western democracies. This will undermine the White House’s international agenda by empowering anti-Trump figures in previously US-aligned countries and pushing these countries to be more cooperative with China
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The Dreaded Costed Plan
April 28, 2025
Built on Sand: Why Both Carney and Poilievre’s Plans Could Crumble
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Trump vs. Harvard
April 21, 2025
The administration’s threatened funding cuts to major schools risk gravely damaging the country’s world leading higher education and research sectors.
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Trump Blinks, Twice
April 14, 2025
Trump has abruptly shelved his package to remake the global trade system. While economic nuclear winter might be on hold, the US economy still faces a double shock of high tariffs and cratering business and investor sentiment over the president’s erratic policies.
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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.
