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This is not about the marching powder... You’d be absolutely shocked at just how easy it is to orchestrate a coup d’etat in Latin America… but it’s not that  easy. If President Trump manages a trigger coup d’tweet, and he seems to think that he can, it would be one hell of a foreign policy innovation. And a new low for Latin America politics. Playing it safe, Trump has authorized the CIA to start monkeying around in Caracas with an eye-ball towards regime change. The authoriz

Is Russia Ready for a NATO War?

Bitcoin had one job. It's failing. AI is here in all its hype and glory,  triggering nationalism and trade wars. It. Is generating a hell of a lot of revenue and epic stock prices , but not a lot of ROI on AI investment. Build-out costs are soaring and the sector’s circular financing  is nothing if not interesting. There is naturally a wall of talk about an AI bubble… but not yet. Buried in the chatter, though, is the long, quiet slide of crypto the precise moment it should h

It might be a small world after all... The most glaring feature of the post-World War II order was the free flow of money and capital across the borders of the free world increased both production and consumption to pull more people out of poverty than during human history. When the USSR collapsed, the experiment was scaled to the entire planet. By the turn of the century, communication was so open that I once got an email from London at may desk in Memphis faster than one co

One hundred minutes doesn’t seem like a lot of time for the two largest economies - both of who are trying to rewire the economic order – to spend together hashing out a deal.

Sam Altman, Mel Brooks and Comic Timing The number that stuck in my head the other week while chewing on massive OpenAI mega-deal with AMD  - or any of the other OpenAI + Insert Tech Giant Here  deal – was an almost quaint $13 billion. Not the $78bn in AMD’s MI450 chips, or the warrants on 160 million AMD shares that OpenAI is getting in return (roughly 10% of the company). It isn’t even the 40% pop in share price for the chipmaker. If all goes according to hype, AMD’s stock

… 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

One quote explains Trump's shift on Ukraine

China doesn't need to bankrupt Nvidia, only to burst the perception of unlimited growth.