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Category: politics

The Craft

September 8, 2026September 10, 2026

[Editor’s note: The results of a September 6 state election in Germany’s Saxony-Anhalt represented a

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21 Comments on The Craft

The Oil’s On Fire

September 8, 2026September 9, 2026

The oil’s on fire. Again. Dozens of Saudis, including women and children, were injured Tuesday

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6 Comments on The Oil’s On Fire

Emperor Bessent?

September 2, 2026September 4, 2026

If you looked at a chart of USDJPY on Wednesday — and who didn’t, amirite?!

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5 Comments on Emperor Bessent?

Back To Bombs

August 31, 2026September 1, 2026

It was back to shootin’ in the Gulf late Sunday and early Monday, when the

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Leave a Comment on Back To Bombs

‘The Biggest Oil Deal In The History Of The World’

August 29, 2026August 31, 2026

Well, at least Venezuela “worked.” Donald Trump says he’s successfully concluded “the biggest oil deal

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31 Comments on ‘The Biggest Oil Deal In The History Of The World’

Trump’s Flailing

August 26, 2026August 27, 2026

The Trump administration’s flailing, and at just the wrong time. With a little over two

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14 Comments on Trump’s Flailing

New Tariff War Is Risky Gamble For An Unpopular President

August 23, 2026August 24, 2026

Late last month, while documenting the return of Tariff Man, I wrote that “it’s easier,

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29 Comments on New Tariff War Is Risky Gamble For An Unpopular President

In Major Escalation, UAE Imposes Trade, Financial Embargo On Iran

August 19, 2026August 20, 2026

Abu Dhabi’s seen enough. On Wednesday, the Emirates imposed a complete trade embargo on Tehran after

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6 Comments on In Major Escalation, UAE Imposes Trade, Financial Embargo On Iran

Let’s Just Get The Hell Out Of The Mideast

August 9, 2026August 10, 2026

On Sunday, Abbas Araghchi denied the Trump administration’s claims that another deal to reopen the

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26 Comments on Let’s Just Get The Hell Out Of The Mideast

Call Me Back

August 6, 2026August 8, 2026

Donald Trump’s been on the phone with Kevin Warsh “repeatedly” since May. Imagine that. Before

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3 Comments on Call Me Back

Strait Management

August 3, 2026August 4, 2026

Long-end bond yields need another dramatic escalation in the Mideast about like they need more

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6 Comments on Strait Management

Mideast Melee Rekindled

July 29, 2026July 30, 2026

“Many important subjects were discussed” when Donald Trump met at The White House early this

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10 Comments on Mideast Melee Rekindled

Trump, Human Rights Champion, Takes Aim At Forced Labor

July 24, 2026July 26, 2026

Donald Trump, noted human rights crusader, is doing his part to combat forced labor around

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5 Comments on Trump, Human Rights Champion, Takes Aim At Forced Labor

Call In The Goat Herders!

July 23, 2026July 24, 2026

Cue the Tusken Raiders memes. The Houthis were front-page news Thursday after the group fired

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8 Comments on Call In The Goat Herders!

Traffic Jam

July 20, 2026July 21, 2026

Once upon a time on America’s roads and highways, traffic congestion was reliably accompanied by

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14 Comments on Traffic Jam

Shortages And Extortion In A Post-Neoliberal World

July 18, 2026July 20, 2026

Not everyone liked “Mark Carney Was Wrong.” In that linked article, I suggested the so-called “middle

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14 Comments on Shortages And Extortion In A Post-Neoliberal World

Take A Hint, Man

July 17, 2026July 20, 2026

I didn’t watch Donald Trump’s prime time White House address on election “integrity” this week.

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12 Comments on Take A Hint, Man

20%

July 13, 2026July 14, 2026

The Strait of Hormuz, which is closed, will remain open. So declared Donald Trump on

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9 Comments on 209

Strait Talk

July 12, 2026July 13, 2026

The Strait of Hormuz is closed. Again. A month on from Donald Trump’s declaration that

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9 Comments on Strait Talk

Weekly: Mark Carney Was Wrong

July 11, 2026July 13, 2026

Here’s your regular reminder: We’re not in Kansas anymore. Once every two or three months,

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29 Comments on Weekly: Mark Carney Was Wrong

Burying The Dead, ‘Still Firing Back’

July 9, 2026July 10, 2026

If you’re curious as to why Iran might’ve decided to target commercial vessels in the

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4 Comments on Burying The Dead, ‘Still Firing Back’

War Resumes As US, Iran Trade Strikes

July 8, 2026July 9, 2026

The war’s back on. The IRGC on Wednesday struck US military installations in Bahrain and

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2 Comments on War Resumes As US, Iran Trade Strikes

The Problem With Secret Weapons

July 7, 2026July 8, 2026

If you were so inclined, you could draw a parallel between Donald Trump’s efforts, in

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7 Comments on The Problem With Secret Weapons

Board Games

July 5, 2026July 7, 2026

Donald Trump still wants to commandeer the Fed board. In other words: The Supreme Court’s

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2 Comments on Board Games

Revolutions

July 4, 2026July 6, 2026

America celebrated its sestercentennial on Saturday, when millions of latent cardiac events shaped like spinning

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1 Comment on Revolutions

John Roberts Saves The Babies

June 30, 2026July 1, 2026

I hesitate to weigh in on Tuesday’s SCOTUS decision upholding birthright citizenship in America. And

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44 Comments on John Roberts Saves The Babies

Supreme Court Pretends To Protect Fed

June 29, 2026June 30, 2026

Let’s get real: If the Supreme Court were serious about safeguarding Fed independence, they wouldn’t

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15 Comments on Supreme Court Pretends To Protect Fed

Posts pagination

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Monthly Letter

  • The Arbitrageur

Recent Comments

  • SeaTurtle on Deus Ex Machina?
  • Bill_G on Tsunami
  • Ricus Reeders on Tsunami
  • Frederic MARI on Irrepressible

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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