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: Trump trade
The Pause In The Iran War that Might Not Be A Real Pause At All
This post is opinion only. See full disclaimer below I spoke very recently with a longtime friend who is a military veteran whom I haven't caught up with in years, and our conversation quickly turned to the intense theater playing out around the White House and the Middle East. He brought up a fascinating tactical … Continue reading The Pause In The Iran War that Might Not Be A Real Pause At All
Updated Conceptual Consideration of the Iran War Situation
This post is opinion only. See full disclaimer below As I have pointed out on many occasions, the Iran War could still go a lot of different ways, and many of the key variables remain unknowable if you aren't in the situation room—though a negotiated deal now seems increasingly, highly unlikely. As anticipated, the recent … Continue reading Updated Conceptual Consideration of the Iran War Situation
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
Antonio’s ships and the Current Oil Crisis
This post is opinion only. See full disclaimer below As I have written about in an earlier post, the contemporary global oil market is presently defined by a profound epistemological divide between two competing forms of rationality, a friction that mirrors the haunting maritime risks of Shakespeare’s The Merchant of Venice. On one side sits … Continue reading Antonio’s ships and the Current Oil Crisis
The Geopolitical Disconnect: Is the Market Mis-pricing a Material Oil Shortage?
This post is opinion only. See full disclaimer below. In this site we try to always give you higher level analysis of key Macro-political market issues. The following ideas are meant to expand the current discourse. As I've suggested before the current Hormuz crisis is sufficiently complex that unless you are in the situation room … Continue reading The Geopolitical Disconnect: Is the Market Mis-pricing a Material Oil Shortage?
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
Two Key Market Questions:
This post is opinion only. See full disclaimer below. I have written about many of these points in earlier posts, but let's consider anew here briefly just two key issues for the markets at present. Each of these areas are based in part ultimately on political power. I have argued for a long time now, … Continue reading Two Key Market Questions:
Understanding Trump’s Real-Politique
This post is opinion only. See full disclaimer below. There is a lot of confusion in the markets about Trump's foreign policy. Those who are not versed in more complex foreign policy concepts and even a few specialists are perplexed and attribute incoherence to it. Markets, which have always failed to understand how important a … Continue reading Understanding Trump’s Real-Politique
Left Meets Right or the Strange Meeting of Mamdani and Trump in the Oval Office
This post is opinion only. See full disclaimer below. The unexpected and in some ways odd meeting of Trump and Mamdani certainly requires further macro-political analysis in its fuller market implications. Let me especially here begin by stating once again that the methodology on this site is a Max Weberian politically neutral one. I have … Continue reading Left Meets Right or the Strange Meeting of Mamdani and Trump in the Oval Office