Of what use is a “binding” order with no mechanism for enforcement? Not much. Such
Category: politics
Smotrich Versus Yellen
This is all “very simple,” but — wouldn’t you know it! — a lot of
Coup De Grâce
The UK will hold general elections on July 4 which seems — I don’t know
Palace Intrigue And The Khamenei Succession Question
I harbor a deeply-ingrained aversion to conspiracy theories. By nature, conspiracy theories are wrong far
For Iran, What Now?
“All the bodies were recognizable despite their burns,” Mohammad Hassan Nami, head of Iran’s Disaster
Arresting Developments
“Are you Benjamin Netanyahu?” “Maaaaybe. Who wants to know?” It’s not funny. But on the
Ebrahim Raisi, Iranian President, Killed In Helicopter Crash
Deservedly or not, the Iranian government’s suffered its share of high-profile casualties over the past
‘The Path Of Zealots’
Call it a power play, opportunism or whatever you want to call it, but Benny
Pet Appreciation Day
“We are working in solidarity on the formulation of a more just and democratic multipolar
Tariff Men
Blame China. It worked for the other guy, maybe it can work for us too.
Israel’s War Cabinet Is In Denial
Israel needs to agree to a permanent ceasefire with Hamas in exchange for the remaining
‘We’ll Have Both Guns And Butter’: Putin Goes All-In On Statist Push
Committed statist. Incorruptible technocrat. Son of a Soviet economist. That’s Andrey Belousov. And that’s who’s
F–k Ken Griffin
Ken Griffin’s concerned about Harvard, his alma mater. And also about higher education in the
Yes Or No Questions
How worried should investors (and the world) be about post-election volatility and societal upheaval in
The Biden-Bibi Breaking Point
Early last month, I described Benjamin Netanyahu as “an intolerable liability.” The White House, I
Bombs, Protests And Choices
A “shot across the bow.” That’s how one US official, without apparent irony, described the
Deal Or No Deal
Sometimes (more often than I’d like) I get grief for stating the obvious. That’s unfortunate.
The Graveyard
Picture this. You’re huddled with your children and extended family in a tent where you’ve
An Early Word On US Election Tail Risks
If you’re wondering about mispriced risk in equities, it’s worth asking how stocks might react
Out Of Gas
One narrative, popular among contrarians of various sorts, says the Russian economy performed far better
What Do Americans Hate More Than Inflation?
“There’s more to it. It’s not that simple.” I say that to myself, despairingly, all
‘This Equipment’
“Is this equipment available?” Oksana Markarova wondered aloud, during an interview with a Ukrainian daily.
BofA Says Buy Geopolitical Dips As Russia Talks Nuclear Armageddon
For a supposedly “efficient” discounting mechanism, stocks often appear oddly oblivious, particularly to geopolitics. If
Chamberlain Or Churchill?
“Put those damn flags away,” 34-year-old Anna Paulina Luna sneered, as Democrats waived miniature Ukrainian
Take The Win
Eight hours later, details around what, exactly, transpired in Iran early Friday remained scant, which
Israel Strikes Iran, Pushing Mideast To The Brink
Less than a week after intercepting an unprecedented barrage of drones and missiles launched by

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