top of page
Search


Weekend at Mojtaba’s - on the Hormuz
A Weekend Thought Experiment I was mooning around a hospital in the sunny Shi’a south of Iraq when a young doctor flagged me down and politely asked why were we - meaning Americans – there. He’d watched us invade his country twice before toppling the government and dismantling all the systems that ran the country. As far as he could tell, he gently explained, there had been no plan for after we’d blown the place up. The poor guy wasn’t even mad, he was just baffled on a cosm
Mar 134 min read


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.
Mar 92 min read


A Coup in Iran
“Iran doesn’t give into pressure – only a lot of pressure.”
Feb 255 min read


What is a Black Box?
What is a "Black Box"? and why you should care.
Feb 251 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


Davos, Greenland & the Absurd
Greenland upstages Davos. Military force is off the table, expect a trade war.
Jan 213 min read


Greenland: Why and How Much?
Why the White House really wants Greenland, and what is will cost you
Jan 163 min read


The Oil Weapon Has Been Fired
The Oil Weapon has been fired, it didn't work...
Jan 133 min read
bottom of page
