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The Nightmare Scenario Has Arrived
Oil is up over $100 p/b, stocks are plunging and Iran’s new Supreme Leader bears a striking resemblance to the last guy.
2 days ago2 min read
Forget Milan, the Fireworks are in Tehran
This will not be a surgical operation from the A Night in Caracas playbook. From the build up, the US the option for a weeks long siege, should it come to that.
Feb 192 min read
China, Bonds & the Dollar
Treasuries are down, don't worry
Feb 121 min read
AI Valuation in an Echo-chamber
AI's Future valuation depends largely on a obvious question never being answered.
Dec 17, 20251 min read
Shadow Boxing in the Oil Market
New EU energy sanctions target shippers, not nations. But they've got to enforce it.
Dec 16, 20251 min read
Venezuela, Iran & ... Belarus?
Venezuela, Iran and Belarus walk into a gas station...
Dec 12, 20251 min read
Old Money, Old School
As world decouples economically, what what are the implications to technology and geopolitics?
Dec 10, 20251 min read
Is Russia Ready for a European War?
Is Russia Ready for a NATO War?
Dec 3, 20251 min read
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