Category Archives: Geopolitical

If War Comes, It Won’t Be Your Father’s War

Posted on January 3, 2020 by

Just a heads up and reminder, folks.   Do some homework. SAN JOSE, Calif. (AP) — Security researcher Brian Wallace was on the trail of hackers who had snatched a California university’s housing files when he stumbled into a larger nightmare: … Continue reading →

Posted in Geopolitical, Uncategorized | Tagged , | Leave a comment

My 9/11 Story — The Day History Changed

Posted on September 10, 2019 by

Repost Posted on September 11, 2018 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 … Continue reading →

Posted in Geopolitical, Uncategorized | Tagged , | 1 Comment

The Global Consequences Of A Narcistic And Incompetent POTUS

Posted on August 12, 2019 by

The world is starting to move sideways. The market talking heads are so clueless. It’s almost laughable listening to them trying to explain away in isolation how the pieces of the puzzle are starting to converge that will or already … Continue reading →

Posted in Economics, Geopolitical, Uncategorized | 2 Comments

How Pepsi Once Became The World’s 6th Largest Military

Posted on July 2, 2019 by

The days of the barter economy. We had to do a double take with this tweet.  Even fact checked it. I had a twitter debate last month with someone comparing current day China with the Soviet Union before the collapse … Continue reading →

Posted in Economics, Geopolitical, Uncategorized | Tagged , , | 14 Comments

On This Day: One Wrong Turn & History’s Biggest “Butterfly Effect”

Posted on June 27, 2019 by

This post seems more relevant than ever as many believe the initial conditions of today are very similar to those of the Spring and Summer of  1914. One wrong turn, one small change in initial conditions can change the course … Continue reading →

Posted in Economics, Geopolitical, Uncategorized | Tagged , , | 16 Comments

QOTD: Fading Breton Woods = Instability – Arminio Fraga

Posted on March 19, 2019 by

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 →

Posted in Geopolitical, Quote of the Day, Uncategorized | Tagged , | Leave a comment

Global Risks 2019 – World Economic Forum

Posted on January 22, 2019 by

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 →

Posted in Geopolitical, Politics, Uncategorized | Tagged , | Leave a comment

The Great Disruption – Gordon Brown, Project Syndicate

Posted on January 13, 2019 by

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 →

Posted in Geopolitical, Politics, Uncategorized | Tagged , | Leave a comment

Xi Says Taiwan Will Be United With Mainland

Posted on January 1, 2019 by

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 →

Posted in China, Geopolitical, Uncategorized | Tagged , , | Leave a comment

In Honor Of Veteran’s Day: The Butterfly Effect

Posted on November 11, 2018 by

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 →

Posted in Geopolitical, Uncategorized | Tagged , , | 16 Comments