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Davos, Trust, and the End of “Comfortable Wolves”

Davos, Trust, and the End of “Comfortable Wolves” Last fall I poked the slumbering bear of the #ungovernble set by taking extreme umbrage with calling people “Sheeple.” For the record I absolutely detest that word. Instead I shot back with a very reflexive, “Bullshit!” There are very few things that trigger me more than consigning […]

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No One Has Really Grokked How Big The Suez/Houthi Gambit Is

No One Has Really Grokked How Big The Suez/Houthi Gambit Is We’ve had a lot of foreshadowing of the Suez Canal being a major hotspot for conflict over the past couple of years. Think back to the Evergreen beaching itself in the canal in 2021. Everyone is just now waking up to the idea that global shipping […]

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Ukraine Was Always the UK’s War First

Ukraine Was Always the UK’s War First “The greatest trick the devil ever pulled was convincing the world he didn’t exist.” — Verbal Kent, the Usual Suspects For more than a year we’ve been regaled with headline after headline about how the War in Ukraine is a US war. It’s easy to think that, certainly. We’re […]

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Failures of an Economic Hitman in Turkey: Erdogan Re-elected

Failures of an Economic Hitman in Turkey: Erdogan Re-elected President Erdogan’s re-election in Turkey is a monumental failure of Western pressure. Because of it, it’s time to take our eyes off Ukraine and look at a different theater of World War III with equal if not bigger implications. Turkey is another in a now long […]

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The War for the Dollar is Over Part II: The Fly or the Windshield?

The War for the Dollar is Over Part II: The Fly or the Windshield? Live images flashing by Like windshields towards a fly Frozen in that fatal climb But the wheels of time, just pass you by -RUSH, “Between the Wheels” In part I of this series I told you the war over the US dollar […]

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Turkiye’s Erdogan Flips Syria on its Head

Turkiye’s Erdogan Flips Syria on its Head While we are all, rightfully, worried about what’s going on in Ukraine, those sneaky Russians are shoring up their situation on the south shores of the Black Sea and Eastern Mediterranean. As reported last week the meeting between Russia, Turkiye, and Syria took place between their Defense Ministers where […]

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EU’s Oil Price Cap Creates a Price Cap… on Stupidity

EU’s Oil Price Cap Creates a Price Cap… on Stupidity MOSCOW, RUSSIA – DECEMBER 1, 2021: Russia’s Foreign Ministry Spokesperson Maria Zakharova gives a weekly press briefing. Russian Foreign Ministry/TASS The EU and the US went forward with their long-debated, long-telegraphed move to put a price cap on Russian oil at $60 per barrel. By […]

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The Curious Whodunit of Nordstreams 1 and 2

The Curious Whodunit of Nordstreams 1 and 2 The old world broke this week. It was blown up cynically by someone who thought this would advance their agenda the most. The act of vandalizing a major piece of physical infrastructure, targeting civilian populations, isn’t unprecedented in history, but it does signal that everything we thought […]

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The Big Questions We Should All Be Asking Geopolitically

The Big Questions We Should All Be Asking Geopolitically To say that current events are ‘messy’ today would be the height of understatement. Everyday the headlines blare at us some new set of contradictory data points convincing us of some lie that serves someone’s purpose. No matter how hard we try to keep up with […]

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The Real Reason Behind the EU’s Drive to Embargo Russian Oil

The Real Reason Behind the EU’s Drive to Embargo Russian Oil This week the European Union is expected to announce a complete import ban on Russian oil. Hungary, in its first real act of defiance, is threatening to veto this; Germany, after some hemming and hawing, has finally decided it can survive such a ban. […]

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The Ins and Outs of Whose Money is it Anyway?

The Ins and Outs of Whose Money is it Anyway? “Inside, Outside…. Leave me alone! Inside, Outside … Nowhere is home! Inside, Outside … Where have I been? Out of my brain on the 5:15…” — The Who There’s been a massive reaction to Credit Suisse analyst Zoltan Poszar’s note about the birth of a new Bretton Woods […]

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Putin Ushers in the New Geopolitical Game Board

Putin Ushers in the New Geopolitical Game Board Up until February 23rd, 2022, the powerful countries of the world played a very rarified game. Too many people try to analyze geopolitics like it is a game of chess. Move, counter-move. Push a pawn? Threaten a knight, that type of thing. It’s easy to understand and […]

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Bitcoin, 2022 and the Real Story Behind COVID-9/11

Bitcoin, 2022 and the Real Story Behind COVID-9/11 I don’t necessarily like to do so-called ‘annual prediction’ posts. Having written a ton of them for the newsletters I’ve written over the years, looking back on them is always a bit cringe-inducing. But 2021 was a crazy year and one where so much happened that changed […]

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There is No Getting off Europe’s Elevator to Hell

There is No Getting off Europe’s Elevator to Hell The European Union has been, in the immortal words of Private Hudson from Aliens, “… on an express elevator to hell, going down,” for a long time now. From the day of then ECB President Mario Draghi’s “We will do whatever it takes” speech in July 2012 to […]

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From the Notebook – Will Germany Finally Start the EU Breakup?

From the Notebook – Will Germany Finally Start the EU Breakup? We’ve all been so focused on the internal divisions in the U.S. and with Davos trying to run the table here that we’ve neglected somewhat old theses about the potential breakup of the European Union. The EU is a mess.  Everyone knows this. Its banks are […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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