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The Danger to the Gaza Cease-Fire Isn’t Where You Think
… and neither is the solution. The thing that has stuck with me the most about being in Benghazi in the aftermath of the 9/11 US mission attacks was watching the euphoria of society after ousting that ball of bad hair Muammar Gaddafi atomize into a civil war as the factions all hustled to get a piece of the action. Power vacuums are like that. That feeling returned last week and I wasn’t able to quite shake in the long 72 hours after the Israeli Defense Forces (IDF) announced
1 day ago4 min read


One Quote Explains Washington’s Shift on Ukraine
One quote explains Trump's shift on Ukraine
Sep 243 min read


China, Nvidia & Your 401(k)
China doesn't need to bankrupt Nvidia, only to burst the perception of unlimited growth.
Sep 174 min read


Putin's NATO Poland Gamble
What is Putin testing with his NATO gamble in Poland?
Sep 125 min read


Ukraine's Remarkable Advances
... And why it may not do them any good. It’s hard to blame bad outcomes on bad cheerleading - but the defenders of Ukraine just may have...
Sep 113 min read


Too Much Noise Brings Down the House
Don't worry about a September market slump, its the noise around the markets that will sink the ship.
Sep 34 min read


CIA Blows a Coup in Greenland
The operation has the CIA's prints all over it - especially getting blown in the first hour.
Aug 284 min read


Ukraine's Last Gold Lining
The summit-o-rama isn’t a series of discussions but the same one being carried out by people who hate each other.
Aug 202 min read


The Long and the Short
Dollar is down 10%, the bouncy S&P500 up the same. Do you go long or short on America these days?
Aug 203 min read
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