This post is opinion only. See full disclaimer below For some time, I have debated here whether Donald Trump operates as a hardcore, structurally conscious realpolitik actor or whether he fits the mold of Socrates’s carpenter—the artisan who possesses specialized skills in a specific craft (in this case, real estate development and transactional deal-making) but … Continue reading The Third Synthesis: Realpolitik and the Real Estate Deal Maker
Tag: 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
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
The interesting question of a possible AI bubble
This post is opinion only. See full disclaimer below. The case of the spectacular rise in AI stocks which have now been the market leaders and reigning stock market narrative for some time certainly requires a great deal of macro-political analysis by any investor regardless of their particular style of investing. Also educationally this run … Continue reading The interesting question of a possible AI bubble
New York, NY, Big City of Dreams or What Mamdani’s Win Means for the Macro-political Picture
This post is opinion only. See full disclaimer below. The Chinese have a famous curse which is "may you live in interesting times." We are certainly living in interesting times so to speak and wherever you fall on the political spectrum there is much certainly to be fearful of potentially occurring over the next few … Continue reading New York, NY, Big City of Dreams or What Mamdani’s Win Means for the Macro-political Picture
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
Two Weeks and Counting: Trump’s Sanction Threat
One key question that emerges from the Trump-Putin summit in Alaska is whether Russia's goals were actually to simply buy time and delay the major oil sanctions poised to go on for their sales or alternatively give the US a diplomatic defeat after ramping up global expectations for a peace deal. In this view so … Continue reading Two Weeks and Counting: Trump’s Sanction Threat