“As president, I am pursuing.”
Category: geopolitics
Russia’s Notorious GRU Exposed In Choreographed Announcements From UK, Netherlands, Australia, U.S.
“The GRU’s actions are reckless and indiscriminate.”
Something For Everybody: Full Week Ahead Preview
Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.
Trump Officials Held Secret Maduro Coup Talks With Rogue Venezuelan Military Officers
Secure radios could have changed the country’s history.
The Wrong Side Of History.
Of populism, propaganda, Salvini and the Trump TIME cover.
Hold My Beer While I Poke This Hornet’s Nest.
Well, he did it.
What Is The Probability Of ‘Something Bad’ Happening? Of Geopolitics And Policy Gamblers
Fault lines, 90th percentile risks and the probability of stepping on a land mine.
Around The World In 1,200 Words: Full Week Ahead Preview
As usual, lots on the docket.
Pick A Fire, Any Fire!
“Annette, Annette”…
For Markets, Geopolitics Grabs Center Stage – Who’s Excited?!
After all, the market’s muted response to geopolitical turmoil in 2016 and 2017 was in large part down to the central bank put, which is now in question. And it goes without saying that the low vol. regime seems to have come to an end over the past couple of months.Â
‘Had He Acted Like Trump Markets Would Have Been Upset’: Xi Tries To Put Out Trump’s Dumpster Fire
“It’s a good thing Xi is bringing this tone to it because markets would be very upset if he played it like Trump.”
Bad Moon Rising.
Can you feel the tension?
War And (No) Peace: Full Week Ahead Preview
Say your prayers.
Of Rocket Men, Chinese Hegemony, And Populism Run Amok: 3 Visual Guides
You wouldn’t know it from looking at any market-based measures of volatility, but 2017 was a hugely consequential year. I assume that goes without saying.Â
Risky Business.
But the survey wasn’t all rainbows and sunshine.
What Can Stop This Party?
Obviously, nothing could go wrong here.
Watch The Throne.
What happens over the weekend no longer remains confined to the weekend.
Can You Feel The Tension?
Nobody strike a match.
Geopolitics & Wild Cards: Full Week Ahead Preview
Geopolitics is back in the spotlight to start the week.
These Are The ‘Critical Geopolitical Threats To The Equity Bull Market’
Yes, “a central feature” of the prevailing order (or maybe “disorder” is better) is chaotic uncertainty – and a “central feature” of markets is suppressed vol.
One Trader Thinks Everyone Has Found Religion – Here’s Why
“This is really just one manifestation of the more earthly, you can’t fight city hall. A twist in a post-vigilante world, which can’t bear not to believe that the authorities will deliver what our financial market investing thesis requires, while at the same time being utterly incompetent.”
You Ignore Geopolitical Firestorms At Your Own Peril: Chief Economist
This kind of complacency is in the face of multiple flashpoints and powder kegs is “unwelcome.”
Bears Crying Wolf And China As Machiavelli (Revisited)
“When asked their worst trades this year, they mostly cited buying volatility, credit protection, or equity puts.”
The Great Disconnect: 5 Reasons Why Volatility Is Detached From ‘Chaotic Uncertainty’
After all, “shouldn’t greater uncertainty about key economic policy issues lead to a larger dispersion of likely potential outcomes for companies?”
The Austin Powers World.
“There’s real danger but at the same time, the central figures are so laughable that it’s difficult to accept it as reality”…
‘Maybe Volatility Is The Answer.’
“All this combines to suggest a volatile fourth quarter. Year-end themes remain elusive.”
‘A Fly In The Ointment’ But Nothing To Worry About, Apparently…
“We would characterize existing political risks as of the run-of-the-mill variety that investors always face and a far cry from the high-stakes political events of the past several quarters (events that markets navigated with aplomb.”
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