Wars, wars everywhere. Lost in the macabre daily news flow out of Ukraine Monday was
Category: politics
‘Mass Strikes’
“Curtains flapped from inside the shattered windows of a high rise residential building,” Megan Specia
Burning Bridges
“Part of the crossing collapsed into the sea.” That’s a quote from voluminous Saturday coverage
Jeffrey Sachs And The Nord Stream: A Counter-Narrative Case Study
I’ve long described my raison d’être in terms of the intersection between geopolitics and finance.
OPEC+ Output Cut: The Bigger Picture
There’s most assuredly a tie in between the naked politicization of the world’s most financialized
US Believes Daria Dugina Assassinated By Ukrainians: NYT
War is hell. Elements within the Ukrainian government might’ve been responsible for the August 20
The OPEC Problem
“Shortsighted.” That, in a word, is what the Biden White House thought of OPEC+’s move
‘Putin Always Chooses Escalation’
Vladimir Putin is facing the very real prospect of defeat in Ukraine. Not just morally
Yellen Sanctions Nabiullina Amid Putin’s ‘Forever’ Annexations
Tensions between the West and Vladimir Putin’s Russia ratcheted higher still on Friday, when Janet
It’ll All Be Fine. Truss Me.
A renewed sense of angst was evident across markets Thursday, as the respite provided by
Putin Escalates
Vladimir Putin appears poised to escalate the conflict in Ukraine. Following a string of embarrassing
Mobilizing On Peace Day
Russian equities weren’t amused with a second day of war escalations from the Kremlin. Local
‘Bad For America’: Dimon Steps Up Regulatory Rhetoric
When last I checked in on Jamie Dimon, America’s favorite “red-blooded capitalist” was busy regaling analysts
Taiwan ‘Strategic Ambiguity’ Is Less Ambiguous All The Time
I don’t know when “strategic ambiguity” turned into an unambiguous defense commitment, but the latter
Farewell To The Queen
The Queen is dead. And for some reason, I feel bad about it. I’m not
War Footing
The world is six months into the war in Ukraine. Or eight years, or 239
Saudis Snub White House As OPEC Reverses Output Hike
It’d be a shame if oil prices fell too much. OPEC+ on Monday agreed to
Truss Issues
Liz Truss, political shape-shifter extraordinaire, morphed into UK prime minister on Monday, as expected. Her
Europe Turns Chaotic As Kremlin Follows Familiar Playbook
Regional equities were under pressure, the euro sank below 0.99 and benchmark gas prices jumped
‘Putin’s Responsibility’: Germany Bails Out Households
There’s something ironic about an “inflation-busting” plan that involves billions in government expenditures. But, when
Wanted In Europe: Mild Winter, ‘Specialized Repair Company’
Wanted: “A specialized repair company.” If that’s you, and you can ensure the “complete elimination
What If ‘Normal’ Isn’t What We Think It Is?
The past two years prompted quite a bit of soul-searching for humanity, and particularly for
The ‘Flashy, Gimmicky’ Student Debt Piñata
A “flashy gimmick.” That’s what the Wall Street Journal‘s editor… oh, wait, it’s the Washington
Zoltan Pozsar Saves The Western World
Those calling for a quick return to 2% inflation in advanced economies are “naively optimistic.”
Zoltan Pozsar Bears Witness
“If there is trust, trade works. If trust is gone, it doesn’t.” So said Zoltan
EU Energy Panic Goes Full GameStop As Russia Tensions Rise
At a certain point, you run out of creative hyperbole. Such is the case with
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