My raison d’être is documenting the intersection of geopolitics, macroeconomics and finance. That finds expression
Category: politics
Spoiled Milk And A ‘New World Order’ Reality Check
One mainstream media outlet described the global mood as “sour” on Monday. I don’t particularly
Slow Oil Ban Is Latest Idea In EU-Russia Coordinated Decoupling
The EU may be poised to unveil a ban on Russian crude. But it’ll be
‘Unacceptable’ Russia Gas Cuts Force EU Energy Reckoning
The EU is “prepared” for a scenario in which Vladimir Putin threatens the bloc’s energy
Poland Gas Cutoff, Tech Disaster Leave Markets Reeling
It’d be difficult to imagine a more inauspicious mix of headlines than those investors confronted
A Tail Risk Disappears As Le Pen Loses To Macron. Again
Ostensibly, markets “dodged a bullet” Sunday, when Emmanuel Macron vanquished Marine Le Pen at the
Putin’s Road To Pyongyang
On at least two occasions since the onset of hostilities in eastern Europe, I suggested
Lost Lives, Lost Money. In That Order
Markets felt tentative and vacant Monday, as traders eyed a sparse docket in the US,
Germany Is Asking Itself The Wrong Questions
We’re probably asking the wrong questions about the German economy. Since the onset of hostilities
Allies May Seize, Sell Russia’s Oil Fleet, Assets, Ukraine Says
Ukraine wants reparations. Already. The Russian military has inflicted at least $1 trillion in damage
The Imaginary Ruble And Putin’s ‘Most Formidable Weapon’
I’ll confess to being genuinely incredulous at the financial media’s use of words like “resilient”
Kramatorsk
The Russian military appeared to target fleeing civilians Friday, when a Tochka-U missile slammed into
Grantham: ‘Putin’s Invasion’ Another Resource Wake Up Call
When last I checked in on Jeremy Grantham, he was busy explaining that the S&P
The New World Order (Out Of Context)
Although context is key in most cases, sometimes it helps to assess news flow out
‘Unfriendly’ Human Rights Council Suspends Putin’s Russia
For the first time since 2011, the UN General Assembly voted to suspend a nation
Energy, Weapons And Weaponized Energy
“In one of them, a soldier apparently told another that they had just shot a
G7 To Ban Investments In Russia As Sanctions Top 8,000
Russia was already the most sanctioned nation on the planet. As of Wednesday, it’ll extend
Russia, The Dollar And The Real Realpolitik
Janet Yellen may force Russia and, in some cases, the country’s corporate sector, into default.
The ‘New World Order’ Looks A Lot Like The Old World
Headlines continued to paint a somewhat grim macro picture Tuesday. 2020 now seems like an
Biden Floats War Crimes Trial For Putin
“Remember I got criticized for calling Putin a war criminal,” Joe Biden reminded reporters on
Jamie Dimon Talks ‘Human Existence,’ ‘Explosive Situations’
JPMorgan is prepared for anything “in all times,” Jamie Dimon declared on Monday, in his
Bucha Flashpoint
The EU on Monday called on Vladimir Putin to stop the war in Ukraine “immediately”
Bombs Over Belgorod
Last week, the Russian Defense Ministry claimed to have “practically” decimated Ukraine’s air force and
Cartoon Tyrant
One problem with spending decades cultivating fear among friends, foes and everyone in-between, is that
‘No Breakthrough’
Peace talks in Istanbul yielded “no breakthrough,” the Kremlin said Wednesday. Lots of work remains
Dramatic Moves, Someone To Hang
Recep Tayyip Erdogan himself presided over the latest round of peace talks between Ukraine and
G-7 Answers Putin’s Rubles-For-Gas Demand: No
Last week, Vladimir Putin had an idea. Like most of his ideas lately, it wasn’t
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