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Gold, Clausewitz & Chocolate
Gold, Clausewitz & Chocolate. This report measures which countries may sell gold to meet the rising cost of the Middle East Crisis. The method is to measure a country's temptation to sell gold as a function of how much gold it owns and how great is its vulnerabi…
NDTV The Middle East War! Bluster, Lies and Likely Offramps
NDTV The Middle East War! Bluster, Lies and Likely Offramps. A cold analysis of the two options facing the US. Get deeper into conflict or go home . We chart gepolitical fall-out af both bad options. And provide a map what they mean for supply chains, inflation growth an…
EU Gas – A Potential Crisis of US Making
EU Gas – a Potential Crisis of US Making An EU energy crisis could result from a cut in US LNG supply to Europe (57% of LNG supply and 5% to EU total energy use). The result of a 100% stop in US LNG shipments to the EU for 2-3 months would reduce EU gas inventories to…
NDTV- Iran’s New Nukes
NDTV- Iran’s New Nukes The US war and the Middle East: The Road Map with no Roads The inevitable path of escalation. Trump has no off-ramps that are not defeat.
Navigator: Iran’s New Nukes
Navigator: Iran’s New Nukes. Miracles can happen. The Iranian regime could fall. But more likely is further escalation. In the end Iran wins strategically even if it loses the war. That transforms the Gulf into Iran's new nuke. And Tehran will have no reason not to…
Peter Lewis Money Talk
Peter Lewis Money Talk The Middle East: Trump’s least bad options. And what each means for economies and markets.
Navigator: ME – The Gordon’s Knot
Navigator: ME – The Gordon’s Knot. (THIS IS ROUGH AS I AM ON THE ROAD – SO NO EDITING!). I am staying out of oil as a hedge. I continue to add to gold. And I remain short US equites and long China – equites and the currency. In currencies, I’m a disbeliever in the …
Peter Lewis Money Talk with David Roche, and Andrew Sullivan
Peter Lewis Money Talk with David Roche, and Andrew Sullivan A debate that probes the motivation & implications of the Gulf policies of each protagonist - US, IRAN, ISRAEL, GULF STATES.
CNBC Access Middle East - Why there is not, and will not be, an oil crisis.. But the outcome of the War is still BAD!
CNBC Asia: Access Middle East with Dan Murphy. Why there is not, and will not be, an oil crisis. Bringing together stocks, output and the military logistics of the securitising the Gulf. This is not to say that the outcome of war will be devoid of long-lasting negative …
NDTV: The Aftermath: Where does the Iranian War leave Economic Policy? What are the options and risks?
NDTV: The Aftermath: Where does the Iranian War leave Economic Policy? What are the options and risks?