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Category Archives: Geopolitics
FRA-OIS Explodes: Here Is The Only Chart Powell Is Closely Watching, And Why It Is Soaring
FRA-OIS Explodes: Here Is The Only Chart Powell Is Closely Watching, And Why It Is Soaring Some were quick to mock repo guru and former NY Fed staffer Zoltan Pozsar when he warned that the unexpected western blockade of Russia had the feel of a Lehman weekend, because virtually nobody had any idea what the forced exclusion […]
Pioneer CEO Sheffield Warns U.S. Shale Is Unable to Grow Much More
Pioneer CEO Sheffield Warns U.S. Shale Is Unable to Grow Much More (Bloomberg) — U.S. shale lacks the capacity to come to the rescue of consumers battling sky-high energy prices with much more crude production, says the boss of the Permian Basin’s biggest oil explorer. Only OPEC countries like Saudi Arabia and the United Arab […]
The world could be on the brink of an energy crisis rivaling the 1970s, says IHS Markit’s Yergin
The world could be on the brink of an energy crisis rivaling the 1970s, says IHS Markit’s Yergin Russia’s Ukraine invasion could have set in motion an energy market disruption on the scale of major oil crises in the 1970s, according to Daniel Yergin, vice chairman of IHS Markit. Sanctions by the U.S. and allies […]
Russia bans ammonium nitrate exports until April to support domestic farmers
Russia bans ammonium nitrate exports until April to support domestic farmers Russia has banned the export of ammonium nitrate (AN) from Feb. 2 to April 1, in a widely-expected move by the government as it seeks to guarantee affordable supplies for domestic farmers following the spike in global fertilizer prices. Ammonia gas, one of the […]
Every US Enemy Is Hitler: Notes From The Edge Of The Narrative Matrix
Every US Enemy Is Hitler: Notes From The Edge Of The Narrative Matrix Listen to a reading of this article: ❖ It’s just incredible how even after all this time, after all those wars, after all those lies, it’s not even occurring to most mainstream westerners to investigate whether the US could possibly have had […]
Russia-Ukraine War Propaganda Exposed
Russia-Ukraine War Propaganda Exposed Kim Iversen from “The Hill” breaks down what’s true and what’s false about Russia’s invasion of Ukraine. Using images of past wars to depict the current conflict is blatant propaganda. Iversen noted that she mistakenly promoted a picture of Zelensky in full military gear that was taken in April 2021, and […]
Russia Describes “Hot War” With West To Settle “Post-Soviet Space” Once & For All; Zelensky Urges Direct Putin Meeting
Russia Describes “Hot War” With West To Settle “Post-Soviet Space” Once & For All; Zelensky Urges Direct Putin Meeting Update(1138amET): The second round of Ukraine-Russia talks are underway, with a “ceasefire” possibility on the table – however this is unlikely given what both sides communicated to Macron prior to the meeting as to their demands. On […]
Opening Salvos Thrown – What Are Putin’s Next Steps in Ukraine?
Opening Salvos Thrown – What Are Putin’s Next Steps in Ukraine? Last week I wrote that Russian President Vladimir Putin rewrote the rules for the geopolitical game board. A week into his campaign to officially “demilitarize and de-Nazify Ukraine” it’s clear to me that Putin’s ambitions lie far beyond this stated goal. He will, however, stick […]
The second Cold War is here — and supply chains will be the front lines
The second Cold War is here — and supply chains will be the front lines Entire supply chains will be rewritten, creating massive volatility and unpredictability (Photo illustration by Shutterstock) We are witnessing the remaking of the world order in front of our eyes — and this will impact global supply chains in unforeseen ways. […]
Zoltan Pozsar Warns Russian Sanctions Threaten Dollar’s Reserve Status
Zoltan Pozsar Warns Russian Sanctions Threaten Dollar’s Reserve Status Over the weekend, the world gasped in shock when Western powers announced that the nuclear option would be used against Russia in retaliation for its invasion of Ukraine – sanctions against the country’s central bank and targeted expulsions of key banks from SWIFT, a move which […]
“Game Over?” – Russia To Be In Technical Default Within Hours
“Game Over?” – Russia To Be In Technical Default Within Hours More than two decades ago, on August 17, 1998, Russia defaulted on its debt and devalued the ruble, sparking a political crisis that culminated with Vladimir Putin replacing Boris Yeltsin and which also eventually resulted in the spectacular implosion of a then little known […]
Zelensky Urges Biden To Impose No-Fly Zone Over Ukraine; Turkey Shuts Straits To All Warships
Zelensky Urges Biden To Impose No-Fly Zone Over Ukraine; Turkey Shuts Straits To All Warships Update(1845ET): Ukraine’s President Zelensky has urged the West to consider imposing a no-fly zone against Russian aircraft. Zelensky on Monday appealed directly to Joe Biden to consider a no-fly zone for “significant parts” of Ukraine. The Ukrainian leader issued the statement in an exclusive […]
US Bans Transactions With Russian Central Bank, Freezing Nearly Half Of Russia’s $630BN In Reserves
US Bans Transactions With Russian Central Bank, Freezing Nearly Half Of Russia’s $630BN In Reserves Following in the footsteps of Europe, on Monday the Biden administration banned U.S. people and companies from doing business with the Bank of Russia, the Russian National Wealth Fund and the Ministry of Finance. The moves by the U.S. Treasury’s […]
War Propaganda About Ukraine Becoming More Militaristic, Authoritarian, and Reckless
War Propaganda About Ukraine Becoming More Militaristic, Authoritarian, and Reckless Every useful or pleasing claim about the war, no matter how unverified or subsequently debunked, rapidly spreads, while dissenters are vilified as traitors or Kremlin agents. WASHINGTON, DC – DECEMBER 1: (L-R) Rep. Liz Cheney (R-WY), vice-chair of the select committee investigating the January 6 […]



