Ray Dalio's recent article on the US and global shifts:
"Money, Civil & International War, Minneapolis, and Beyond—in Perspective"
https://www.linkedin.com/pulse/money-civil-international-war-minneapolis-beyondin-ray-dalio-tofee/

Money, Civil & International War, Minneapolis, and Beyond—in Perspective
For me, watching what is now happening is like watching a movie that I have seen many times in history. I am a global macro investor whose approach to betting on what is going to happen is to understand the mechanics of how things work by learning the lessons of history.