Category Archives: Geopolitical

QOTD: Fading Breton Woods = Instability – Arminio Fraga

QOTD = Quote of the Day …with the US less dominant and less willing to provide global economic and financial leadership, systemic instability is likely to increase. As the American economic historian Charles Kindleberger famously warned, this typically occurs in … Continue reading

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Global Risks 2019 – World Economic Forum

Nice chart and table of what the World Economic Forum (WEF) deems as the major risks with their respective probabilities for the coming year.  Environmental, global warming and cyber are the most likely high impact events, complicated by a backdrop … Continue reading

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The Great Disruption – Gordon Brown, Project Syndicate

The collapsing post-War economic order is not even close to being on the radar of the market cheerleaders.  We think it is a yuuge structural risk. Priced?  Are you frickin’ kidding me? As new technologies, globalization, and growing inequality fuel … Continue reading

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Xi Says Taiwan Will Be United With Mainland

Bloomberg is reporting tonight, Chinese President Xi Jinping said Taiwan must be unified with the mainland to achieve his goal of completing the country’s rejuvenation. “China must and will be united, which is an inevitable requirement for the historical rejuvenation … Continue reading

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In Honor Of Veteran’s Day: The Butterfly Effect

To honor Veterans’s Day,  we are reposting our June 2017 butterfly piece, which illustrates how sleepwalking can lead the world into a war that nobody wants. French President, Emmanuel Macron, warned today about sleepwalking into another great conflict. “I know … Continue reading

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Near collision between US and Chinese warships – SCMP

Never-before-seen footage: A near collision between a Chinese and a US warship in the South China Sea. Read more: https://www.scmp.com/week-asia/geopol…

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All eyes on Trump as world leaders gather for UN General Assembly

After President Donald Trump used last year’s UN General Assembly to outline his ‘’America First’’ policy, many nations are stressing the importance of old alliances and partnerships.… READ MORE : http://www.euronews.com/2018/09/23/al…

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My 9/11 Story — The Day History Changed

It was early August 2001 when I asked my wife if we should fly into Washington, D.C. a few days early before my best friend’s wedding.  He was planning to marry his sweetheart on September 16, 2001, at St. John’s … Continue reading

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The Day “Strategic Ambiguity” Died

The hits just keep on coming. There is a new sheriff in town, the old order is crumbling, and we are afraid the world is going to become much more unstable in the next few years.  Assets markets are incapable … Continue reading

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Was Helsinki Trump’s “Jane Fonda” Moment?

It has been over three years since President Trump first launched his successful campaign for the highest office in the land. The then unconventional candidate, and now president: has broken almost every rule in the political playbook; is a walking … Continue reading

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