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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


Gunboat Diplomacy
Gunboat Diplomacy is a bad option... there aren't any good ones.
Jan 53 min read


I Don't Care About Your Feelings
The best way to hack trust is honesty. Ironically, that means it’s not a hack.
Dec 17, 20252 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
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