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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


Hard landing for Iran's President
The death of Iran's president is going to trigger an internal blood bath in Tehran.
May 21, 20243 min read


Israel, Iran & The End of Days
What is going on in Israel, why Iran cares, and how much is it going to cost you?
Oct 9, 20235 min read


Another BRIC in the Wall
What can we expect from the BRICS expansion? Not much other than a new name.
Aug 31, 20233 min read


How Strong is the Russian Economy?
Decoupling of the Russian economy won't do more to global markets that it already has. Decoupling of China will be miserable.
May 10, 20234 min read


A New Oil Block
The new deal between Saudi Arabia and Iran will bring stability to the region, but won't do long term energy security and prices any good.
Apr 5, 20234 min read
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