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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 11, 20253 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 3, 20254 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 28, 20254 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 20, 20252 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 20, 20253 min read


Empire by Invitation
United States is badly over-stretched in mission, manpower and budget. And like anyone overextended in commitments, time and money, US foreign policy must prioritize.
Aug 19, 20256 min read


Logic v. Psyco-Logic
Logic is what makes a successful engineer or mathematician, but psyco-logic is what has made us a successful breed of monkey.
Aug 6, 20251 min read


The Anglo-French Nuclear Frappe
This may mark the dawn of a shared European deterrent or it might end up like mixing Scotch and Cognac in a fusion cocktail that’s bound to give you a headache.
Jul 10, 20253 min read


Tariffs, Markets and Happy Hour
The economy is still defying gravity... can it last?
Jul 8, 20253 min read
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