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US Taps the SPR Again: A Political Gesture That Contradicts Its Own Story
THE BOTTOM LINE A pure political move. It may delay, but will not cancel, US executive market interference with diesel exports. No change to oil prices. The release will not alter global or US domestic prices for crude or refined products. But it contradicts the Administration. T…
Greenland: The Deal and Its Northern Shadow
The Trump Greenland Deal is a lot more than a rejig of the 1951 Agreement to grant the US more military and economic rights in Greenland. It goes far beyond that. It is a pretty significant building block in Trump’s Donroe Hemispheric Architecture and a major retreat by the EU an…
President Trump – Love Him or Hate Him – Don’t Underestimate Him !
President Trump – Love Him or Hate Him – Don’t Underestimate Him! Investment Conclusion: When a big ship goes full circle in a stormy sea, it creates what is known as a 'Duck Pool' of calm water (once use to land naval sea planes). That lasts a while before the big…
Middle East Trump Declares Total All Part Ceasefire
Trump: Donald J. Trump @realDonald Trump CONGRATULATIONS TO EVERYONE! It has been fully agreed by and between Israel and Iran that there will be a Complete and Total CEASEFIRE (in approximately 6 hours from now, when Israel and Iran have wound down and completed their …
Middle East: Good Cop, Bad Cop & The Bactrian Camel
Middle East: Good Cop, Bad Cop & The Bactrian Camel Investment Conclusion The Israeli attack on Iran was coordinated with the US. The strategy is intended to force Iran to denuclearise on President Trump’s terms. Thus escalation will be limited for now as Iran ca…
The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction)
The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction) Investment Conclusion The weaponisation of the global economy has a life cycle of its own. Economic Weaponisation is growing in lethality and sophistication. Weaponisation is shaping t…
RUSI - US Trade & Trump’s Tariffs - disruption or design
It is the dual targeting of US alliances politically and globalisation economically which makes the Trump 2.0 administration so lethal.
Ukraine: Worse than Minsk
The liberal world order, if not dead, is very ill in bed. What replaces it will not be orderly or come cheap. States, previously part a network of alliances, will go it alone to ensure their own defense and strategic interests. There will be a massive increase in defence…
US China Geopolitical Confrontation - The Ratchet Effect
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