I find it utterly baffling how smart people can be so single-minded as to not see the bigger picture. Last week X/Twitter Owner Elon Musk took the Neocon/Davos war machine head on. On two critical issues Musk put himself in the line of fire…
France Riots, Macron, NATO, and the Fate of the Empire…
From capital markets to geopolitics I’ve been targeting next week’s big NATO summit in Vilnius, Lithuania as a potential turning point. All of the conflicts out there today clogging up the headlines, from naval encounters in the Persian Gulf to Janet Yellen stoking conflict with China with her mere presence, reduce to a single conclusion…
This Debt Ceiling Fight Is Truly Different This Time…
Now that we’re post-FOMC and ECB we have a clear playing field for another 6 weeks. The US debt ceiling theater is now center-stage along with completing the transition away from LIBOR, which will become an anachronism at the end of Q2…
POLITICS Davos 2022: The Octogenarian Oligarch Cage Match…
I never thought I’d live to see the day when the “Too Old to Rule the World, But Too Young to Die Crowd” (apologies Ian Anderson) would meet at Davos and fight over what to do about Russia…
#GotGoldorRubles? Russia Just Broke the Back of the West…
I don’t think everyone has yet caught the significance of Russia announcing they are putting a floor under the price of gold. But, to be clear, Russia just broke the paper gold suppression scheme. On Friday the Bank of Russia announced:…