Four Green Houses. One Red Hotel

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The answer to what’s going on with real-world geopolitics is in a game of monopoly I played with my son.

He is fiercely competitive. In this game, he landed on a property that I wanted.

Rather than just letting me buy it, he forced a bidding war, driving the price higher.

I had money. I could have kept bidding. But I bailed out, thinking it wasn’t worth the price.

And that was a mistake.

From that point, I was going to lose the game.

The key to monopoly is four green houses equals one red hotel.

Where are the properties that matter on the world board?

It’s where the resources are, and the ones that matter are the rare earths and critical minerals that underpin today’s technology.

These are the properties where prospective hoteliers need to get a foothold and start building their green houses.

It’s where the conflict is happening – armed conflict, and the threats of conflict.

The three big players in the game are the U.S, the E.U and China.

It’s coming down to how much they’re willing to spend and do to get control of these properties.

How they play the game will shape the economic machine for decades – and dictate the balance of global power.

This is not the time to blink, or bail out of the game.

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