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One Quote Explains Washington’s Shift on Ukraine
One quote explains Trump's shift on Ukraine
Sep 24, 20253 min read
China, Nvidia & Your 401(k)
China doesn't need to bankrupt Nvidia, only to burst the perception of unlimited growth.
Sep 17, 20254 min read
Putin's NATO Poland Gamble
What is Putin testing with his NATO gamble in Poland?
Sep 12, 20255 min read
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
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