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Category: politics

Tsunami

November 4, 2026November 5, 2026

Well damn. I was countin’ on that $5,000. I was gonna buy a Louis Flaneur

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44 Comments on Tsunami

Let’s Talk Blue Waves

November 1, 2026November 2, 2026

This week, Americans will pretend they still have a say in who governs them, and

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71 Comments on Let’s Talk Blue Waves

Lagarde Versus Le Pen?

October 29, 2026October 30, 2026

I’m not going to pretend any of you care about Christine Lagarde’s “early” exit from

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6 Comments on Lagarde Versus Le Pen?

The Tragic Irony Of The Israeli State

October 28, 2026October 29, 2026

I won’t bury the lede. The tragic irony of the Israeli state is that it’s

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4 Comments on The Tragic Irony Of The Israeli State

Lula!

October 26, 2026October 27, 2026

I should’ve known better. Better than to count Lula out, I mean. Hell, his last

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5 Comments on Lula!

Not Done Just Yet?

October 22, 2026October 23, 2026

The Pentagon’s “assembling a massive arsenal” in the Gulf, where American forces will be “fully

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6 Comments on Not Done Just Yet?

Questions, But No Answers

October 19, 2026October 20, 2026

Nobody panic. It’s just a violent uprising. And however tense things get, history shows that

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16 Comments on Questions, But No Answers

France Can’t Even Save Itself, Let Alone NATO

October 18, 2026October 19, 2026

On Saturday evening, I reluctantly read an article in Foreign Affairs by Ivo Daalder, Barack

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14 Comments on France Can’t Even Save Itself, Let Alone NATO

Ukraine Fatalism Or Ukraine Realism?

October 17, 2026October 19, 2026

Kirill Dmitriev likes it. Likes Donald Trump’s decision to suspend the implementation of triple-digit tariffs

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47 Comments on Ukraine Fatalism Or Ukraine Realism?

Imaginary Ceasefire

October 12, 2026October 13, 2026

Over the weekend, Donald Trump declared an “energy ceasefire” in the Russia-Ukraine war. The moratorium

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8 Comments on Imaginary Ceasefire

Saudi Arabia’s Deadly Day May Pull Trump Into Yemen War

October 10, 2026October 12, 2026

The Houthis are inviting a US military intervention in Yemen. On Saturday, at least a

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9 Comments on Saudi Arabia’s Deadly Day May Pull Trump Into Yemen War

Closed Committee

October 9, 2026October 11, 2026

Back in June, I went out of my way to emphasize that the Supreme Court’s

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25 Comments on Closed Committee

Maybe Trump Can Starve Iran Out After All

October 5, 2026October 7, 2026

Ask five different experts whether Donald Trump can starve out the IRGC and you’ll get

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19 Comments on Maybe Trump Can Starve Iran Out After All

Back Right?

October 5, 2026October 6, 2026

There’s about to be a Bolsonaro living in The Palácio da Alvorada again. Headed into

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6 Comments on Back Right?

After The Midterms, Fire And Fury?

September 26, 2026September 28, 2026

When Donald Trump addressed the UN General Assembly this week, he was adamant that the

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10 Comments on After The Midterms, Fire And Fury?

Weekly: Playing Politics

September 25, 2026September 27, 2026

A diesel crisis, an unpopular war in the Mideast (is there another kind of Mideast

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15 Comments on Weekly: Playing Politics

The Diesel Question

September 23, 2026September 24, 2026

“It’s a gimmick.” That’s what John Cornyn thinks about banning diesel exports, an idea Donald

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8 Comments on The Diesel Question

‘Do I Annihilate Iran, Drive Them Into Hell?’ Nobel Hopeful Asks

September 22, 2026September 23, 2026

If Iran’s allowed to rebuild, they could “create a far greater country” than they’ve ever

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13 Comments on ‘Do I Annihilate Iran, Drive Them Into Hell?’ Nobel Hopeful Asks

‘Let The Oil Flow!’ Again!

September 22, 2026September 23, 2026

Hope, like oil, floats. Brent was on track Tuesday for a fifth consecutive decline amid

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5 Comments on ‘Let The Oil Flow!’ Again!

A King In Washington

September 20, 2026September 21, 2026

Donald Trump will host his “good friend” Xi Jinping in Washington this week for a

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5 Comments on A King In Washington

Achtung Baby

September 20, 2026September 21, 2026

If you thought it couldn’t get any worse for the CDU in Germany following the

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5 Comments on Achtung Baby

The ‘Real-World’ Energy Shock’s Finally Here

September 19, 2026September 21, 2026

“No soup for you!” Sorry, I couldn’t resist. If you don’t immediately get the joke,

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12 Comments on The ‘Real-World’ Energy Shock’s Finally Here

Over A Barrel

September 14, 2026September 14, 2026

Oil pushed higher on Monday as markets assessed the situation in Yemen, where new reporting

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12 Comments on Over A Barrel

The Bab Al-Mandab Now Belongs To The Houthis

September 11, 2026September 14, 2026

It’s an all-too-familiar scene. Old pickup trucks, their beds loaded down with camo-clad, AK-wielding militants,

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13 Comments on The Bab Al-Mandab Now Belongs To The Houthis

$5,000 ‘Trump Dividend’ Is Classic Populist Inanity

September 10, 2026September 11, 2026

“Vote Republican. I’ll give you $5,000.” That’s Donald Trump’s mid-term pitch, and in addition to

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24 Comments on $5,000 ‘Trump Dividend’ Is Classic Populist Inanity

‘I Am The House’

September 9, 2026September 10, 2026

Some people — not me, of course — might call Scott Bessent a pompous moron.

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7 Comments on ‘I Am The House’

War Of Attrition

September 9, 2026September 10, 2026

There’s a pretty good piece in Foreign Affairs this week called “Why America Can’t Strangle

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6 Comments on War Of Attrition

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Monthly Letter

  • The Arbitrageur

Recent Comments

  • SeaTurtle on Deus Ex Machina?
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Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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