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The Next Market Shock...
The market shocks aren't over
Jul 1, 20253 min read


Iran's Uranium is No Longer the Point
Iran's uranium is not the issue, its political will is.
Jul 1, 20253 min read


The Iran War: What's it Going to Cost You?
This story was updated 24 June 2025 It seems that everyone involved in this apocalyptic three-way is promising a lively week. Leaders are...
Jun 23, 20253 min read


The Tariff Ruling... Ruling
Blindsiding investors with the highest tariffs since the Depression caused them to react like frogs thrown into a boil. And out they leapt, triggering market chaos across stocks, bonds and currencies
Jun 12, 20253 min read


China v. US Trade & the Other Russian
A Panda, an Eagle and a Bear walk into a bar... feelings get hurt...
Jun 11, 20253 min read


US Asian Defense
It’s a Who’s Who of players claiming some interest in the area of the world called the Indo-Pacific - the definition of which changes depending on who is claiming interest.
Jun 4, 20254 min read


Oil Prices Are Low
From the Saudi point of view, it’s a sneaky concession as it comes right as the “Drill, Baby, Drill” policy is starting to run up against the law of diminishing returns.
Jun 2, 20253 min read


Napoleon v. Trump
There are parallels, mostly delusional, but they are there.
May 28, 20256 min read


The Wrong Metric
You are looking at the wrong metric for the China tariffs
May 13, 20252 min read
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