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WTF? Bond Yields
A short explanation of the bond yields that wont cross your eyes.
Jan 142 min read


Asia's Tariff Engineering
Asia's China Plus One may render tariff plans pointless.
Nov 19, 20243 min read


The LNG panic, revisited
LNG panic in Europe, and how the energy market's global dynamics could impact the world's economy.
Oct 8, 20243 min read


Drooping Tiger, Wheezing Dragon
Beijing's heavy hand on the markets is threatening to crash the entire system.
May 30, 20246 min read


A Strong Dollar Smile
A strong dollar isn't all bad.
Apr 30, 20243 min read


The Ukraine Equation
The Ukraine equation framed so that even a Congressman can understand it.
Apr 18, 20244 min read


NATO, the US & an Awkward Pause
Trump invited Russia to invade NATO allies. Estonia thinks he's already planning it. Zaniness ensues.
Feb 16, 20246 min read


The Last Days of Davos
The Universe Davos built, or claimed to, is coming apart. Step lively boys.
Jan 24, 20244 min read


The APEC Forum
The Xi Biden Meeting at the APEC Forum won't accomplish much, but at least they're talking. Or pretending too.
Nov 15, 20231 min read


Curtain Number Three
Polling shows consistent support for the idea of a “unity ticket” at around 69% - the in the ball park of Americans sick of Trump and Biden
Nov 10, 20231 min read


Don't Look Down: US Recession in 2024?
The US economy is looking at a recession in 2024 - that isn't going to do Biden, or the world, any favors.
Nov 6, 20233 min read


Four or Five Grim Horsemen
Joe Biden is showing his support for the UAW strike and announcing that he literally can't put two and two together.
Sep 26, 20233 min read


Third Party Round-Up
The major parties are making an air-tight case for a third party option. And No Labels is scaring the devil out of them.
Aug 10, 20233 min read


The Hard Sell of the Biden Platform
Trump has a platform - it may be ill-advised - but it's committed. The vagueness of the Biden platform won't beat it.
Jul 20, 20233 min read


The Invisible Hand: Can Voters Break the Parties?
The 2022 wasn't a mandate for either party, but against both. Can the voters break the parties?
Jul 10, 20233 min read


The Chinese Take-Away
China's economy has peaked, what are the take-aways for the US and it's industrial policy?
May 31, 20233 min read


Death and a Big, Bouncy Ball
Viktor Bout, Merchant of Death, is free. Brittney Griner is too. Paul Whelan is not. He looks to stay that way.
Dec 12, 20223 min read


Playing with Fire & Devils
Zarif makes a persuasive argument. On the other hand, not trusting people further than you can throw them is no reason not to like them.
Feb 18, 20214 min read
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