More War
All eyes will be on Israel this week. Concerns of a wider regional conflagration were
Search Results for: Qassem Soleimani
China’s Middle East Pivot Is Hard To Ignore
Whenever the “petroyuan” comes up (which is quite often these days), I’m always keen to
Poland
Let’s start with a simple, and, I think, uncontroversial observation: Russia has no incentive to
Surovikin Brings Syria To Ukraine As Russia Targets Power Grid
Russian Air Force General Sergei Surovikin is living up to his dubious reputation. Weeks on
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
The Illusion Of A Stock ‘Market’
So far, 2022 is a macro tragicomedy. I’ve long suspected my penchant for describing various
This Week: Inflation, War And The War On Inflation
America may be nearing peak inflation, but that won’t be apparent in CPI figures for
Royals Versus Ragtags
If you’re curious to know why the Saudis aren’t more responsive when it comes to
The Petroyuan And ApeCoin: Fables Of The Dollar Deconstruction
A few days ago, market participants were treated to a new version of an old
Proxy Wars
The Kremlin asked Xi Jinping for military assistance to bolster Russia’s efforts in Ukraine, US
Oil!
Brent crude rose near $90 a barrel on Tuesday. Were it not for surging yields
Flashpoints
Global equities touched record highs Friday and looked poised to notch the best streak of
A Quarter For Your Thoughts
The first quarter of 2021 had no chance of one-upping the first three months of
The Insurrection Rally
Less than 24 hours after throngs of angry, armed Trump supporters stormed the US Capitol
Iran Suffers Another Grievous Blow As Fakhrizadeh Assassinated In Drive-By
“A scientist has been the victim of an assassination attempt in an armed attack by
No, ‘Seriously’
Donald Trump was in the news Tuesday for all the usual reasons — plus a
Running Interference
The mood was somewhat sour Thursday ahead of the last US presidential debate. Reports that
War Games
To be fair, decisions on when to impose sanctions or otherwise aggravate irascible international state
‘It’s All One Trade’: One Bank Declares Value Investing ‘Dead’
By now, you know the story — or at least you should. If value, as
Trump Stumbles Into New Crisis As Russian Bounties Story Spirals
“He can disown everything if no one ever told him about it”.
The Only Debate That Matters.
The long version.
Requiem.
…the next three months are likely to be even more trying.
‘The Largest Economic Shock Of Our Lives’: Goldman Says Oil Demand To Plunge 25% Near-Term In ‘Game-Changing’ Crisis
“…carbon-based industries sit in the cross-hairs as they have historically served as the cornerstone of social interactions and globalization”.
Another Crisis: Turkey-Syria Push Hostilities To Brink, Erdogan Floods Europe With Refugees
Just about the last thing the world wants to ponder right now…
Iran Faces Third National Tragedy Of 2020 As COVID-19 Cases Explode
When it rains, it most assuredly pours.
The Ice Age Is Driving The Equity Factor Bubble. And Albert Edwards Says ‘Disaster Awaits’
“I have an ugly vision of the future.”
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