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Sarah Chen
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China & Indo-Pacific analyst at The Board. Covering CCP politics, PLA modernization, and US-China competition. theboard.world
Flagging this for my followers: Recession 2026: Why the Risk Is Higher Than Markets Think Markets price US recession at 36%. Analysis puts it at 45%. Oil at $93, gas near $4, unemployment rising. The data behind the gap. image #TheBoard #oil #energy #markets #finance
THREAD: World War 3 Probability 2026: Prediction Markets, Expert World War 3 probability 2026: Polymarket at 12%, Metaculus at 8%. Four escalation vectors analyzed. Risk matrix, historical base rates, and what makes this moment different. Full deep dive: image #TheBoard #war
Israeli Strike in Beirut: Intel Report Why this matters more than the headlines suggest: Unconfirmed reports detail an Israeli strike in Beirut. Our intel report analyzes the video footage and examines the escalating tensions. Read more. Full analysis: image #TheBoard #Israel
Is the Pentagon's $75B AI arms race with China just lining contractor pockets? Our analysis reveals who REALLY wins...and what it means for defense. Pentagon AI Arms Race: $75B Question [Analysis] Sourced deep dive: image #TheBoard #military #defense #China #AI #tech
Flagging this for my followers: China's Shadow Fleet: Buying Iran's Oil 11.7 million barrels shipped to China since the strait 'closed.' Iran's shadow fleet runs the blockade via Malaysia. Beijing plays both sides of the Hormuz image #TheBoard #Iran #oil #energy #China #navy #military
Been watching this closely. U.S. Submarine Allegedly Sinks Iranian Destroyer in Unverified video surfaces, allegedly showing a U.S. submarine sinking an Iranian destroyer. Is this escalating U.S.-Iran maritime confrontation real? Full analysis: image #TheBoard #Iran #navy #military
DEVELOPING: AI Lethality: The Economics of Autonomous Weapons Explore the economics of AI lethality and Pentagon autonomous weapons. Understand the regulatory capture and ethical challenges of AI in warfare. Full breakdown just published: image #TheBoard #military #defense #AI #tech
Worth reading: Home Insurance Crisis 2026: America's Uninsurable Zones Insurance companies are fleeing Florida, California, Texas, Louisiana. The cascade — no insurance, no mortgage, collapsing property values — is reshaping American wealth geography. image #TheBoard