This post is opinion only. See full disclaimer below I have written extensively in earlier posts about the fact that Trump risks the Socrates's carpenter trap. When Socrates went around Athens all those years ago he found that the carpenters unlike the rhetoricians and many others actually had some real knowledge and skill. The problem … Continue reading Iran war update: Socrates’s carpentry, real-politique or something else? A few reflections on the US “economic D-Day” against Iran.
Category: China
A Slow Train Coming
This post is opinion only. See full disclaimer below. updated 5-11-26 At this site we try to consider higher level theoretical issues. A few years ago, we were talking about the upcoming problem of inflation way before the usual crowd and we talked about AI's voracious need for energy also very early on and the … Continue reading A Slow Train Coming
Real-politique and the Iran war
This post is opinion only. See full disclaimer below. Post updated. I have a friend, who when it comes to real-politique foreign policy, is one of the smarter people I know. They recently pointed out something, which I am not at all sure I agree with, but since this is a higher level analytical site, … Continue reading Real-politique and the Iran war
Tariffs as Capital and the Coming Oil Sanction Push
This post is opinion only. See full disclaimer below. I want to discuss 2 critical issues. First, Trump's new 100 per cent tariff on China for their restrictions on rare earth exports. I have said this in earlier posts that Trump views tariffs as a kind of capital that can like any good businessman would … Continue reading Tariffs as Capital and the Coming Oil Sanction Push
Three Macro-political Issues on the Horizon
This post is opinion only. See full disclaimer below. As I indicated in my last post a while ago one of the most important macro-political questions right now continues to be will Trump force the Europeans, Chinese and Indians to go off of Russian Oil. In the case of China and India this would be … Continue reading Three Macro-political Issues on the Horizon
Storm Watch: Russia and Iran Sanctions and Market Volatility
I was down twice in Miami over the summer on some of my many visits each year and each time I had to change my trip and was delayed returning up north because of the threat of tropical storms and hurricanes. The first storm I believe named Charlotte hit and made the weather bad for … Continue reading Storm Watch: Russia and Iran Sanctions and Market Volatility
To Be or Not To Be or Why the Markets Might Not Like Monday
Tomorrow is the day that Trump meets with Zelensky and the Europeans to decide if a peace deal gets done. We have covered the oil markets quite a bit on this site, Higher level geopolitical or as I prefer to call them macro-political market factors. are the central concern of all my posts As such … Continue reading To Be or Not To Be or Why the Markets Might Not Like Monday
Checkmate: Trump Wins on Tariffs
I wrote in earlier posts about the genius of Trump's tariffs in turning globalism on its head reestablishing American hegemony, the swimming pool analogy of increasing private spending while decreasing public spending, and even the potential risks with tariffs if not correctly approached in posts on the counterfactuals and the potential "carpenter problem." Here I … Continue reading Checkmate: Trump Wins on Tariffs
Trump just might pull this off: The Genuis of Trump Tariffs, Part 3
In earlier posts we have discussed at a higher level many issues with tariffs. If you have been following this site you would have stayed far ahead of the curve in terms of the various events occurring and your understanding of these effects on the markets. You would also have known the counterfactuals that could … Continue reading Trump just might pull this off: The Genuis of Trump Tariffs, Part 3
Is Trump a Realist Politician or Socrates’s Carpenter: A Key Question for American Foreign Policy
When Trump first came to Washington he thought the town was filled with the kind of "lightweights" he had known as a wealthy real estate developer dealing with obsequious politicians at fundraisers. A class that would be impressed by wealth and bend over backwards to accommodate a successful billionaire, or if not, would be no … Continue reading Is Trump a Realist Politician or Socrates’s Carpenter: A Key Question for American Foreign Policy