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WTF: Venezuela
This is not about the marching powder... You’d be absolutely shocked at just how easy it is to orchestrate a coup d’etat in Latin America… but it’s not that easy. If President Trump manages a trigger coup d’tweet, and he seems to think that he can, it would be one hell of a foreign policy innovation. And a new low for Latin America politics. Playing it safe, Trump has authorized the CIA to start monkeying around in Caracas with an eye-ball towards regime change. The authoriz
23 hours ago4 min read


Is Russia Ready for a European War?
Is Russia Ready for a NATO War?
2 days ago1 min read


China v US Trade Talks...
One hundred minutes doesn’t seem like a lot of time for the two largest economies - both of who are trying to rewire the economic order – to spend together hashing out a deal.
Oct 313 min read


The Danger to the Gaza Cease-Fire Isn’t Where You Think
… and neither is the solution. The thing that has stuck with me the most about being in Benghazi in the aftermath of the 9/11 US mission attacks was watching the euphoria of society after ousting that ball of bad hair Muammar Gaddafi atomize into a civil war as the factions all hustled to get a piece of the action. Power vacuums are like that. That feeling returned last week and I wasn’t able to quite shake in the long 72 hours after the Israeli Defense Forces (IDF) announced
Oct 164 min read


One Quote Explains Washington’s Shift on Ukraine
One quote explains Trump's shift on Ukraine
Sep 243 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 123 min read


Trump's Liberation Day Tariffs
What fresh hell...
Apr 33 min read


The African Mineral Rush
The president of the DRC makes an intriguing offer to the White House: Minerals for security.
Mar 192 min read


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


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


Trump Found His Ankle Breaker
Ironically, Trump's windfall with Truth Social will probably be his downfall.
Mar 26, 20243 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


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


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


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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