This post is opinion only. See full disclaimer below From a strictly Weberian perspective, much can be said analytically for the foundational impulses of certain Trump administration economic initiatives. Viewed objectively, the administration's hyper-transactional orientation, disruption of the legacy bureaucratic inertia Weber often warned about, and weaponization of economic leverage have proven historically effective at … Continue reading The Weberian Calculus and the Iran War: Strengths and Structural Limits of US Foreign Policy
Category: Kospi and Strait of Hormuz
Further Reflections on the Escalating Iran War and Hormuz Strait Closure
This post is opinion only. See full disclaimer below. It is entirely possible that the Hormuz Strait crisis resolves tomorrow. The United States still commands extraordinary military resources, and history shows that overwhelming American force can, at times, compel adversaries to step back. The US appears at this point to be ratcheting up the attacks … Continue reading Further Reflections on the Escalating Iran War and Hormuz Strait Closure
Deeper Theoretical Thoughts on the Kospi Correction and Current Market Contradictions
This post is opinion only. See full disclaimer below These thoughts reflect a theoretical macro-political perspective and may or may not ultimately prove correct from simply a trading perspective. Whether the current downward pressure in key tech stocks we are seeing in markets such as the Kospi and more globally represents a mere short term … Continue reading Deeper Theoretical Thoughts on the Kospi Correction and Current Market Contradictions
The Global Energy Variable: South Korea and the KOSPI Equation
This post is opinion only. See full disclaimer below Given the extreme volatility and intricate complexity of the current global matrix, it must be stated at the outset that the following analysis could be completely wrong. The reader is explicitly warned that any attempt to map real-time geopolitical friction onto financial markets is inherently speculative. … Continue reading The Global Energy Variable: South Korea and the KOSPI Equation