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