I recently read an excellent essay by a Hedge Fund CIO Eric Peters in which he correctly argues that Trump's election has thrown completely open the Overton Window and as I have been arguing for quite some time made politics or as this site calls it macro-politics essential for understanding market valuation. As he correctly … Continue reading Turning Point Elections, the Overton Window, and the Great Manand Woman Theory of History
Tag: International Organization approach
The dangerous tight rope walk of proxy wars
In a recent post I mentioned the thesis that in some sense World War 3 had already begun and that this time unlike earlier world wars seen last century it would occur with the superpowers using proxies to battle for hegemony on the world stage. Anyone considering the current Ukraine war and Middle East conflict … Continue reading The dangerous tight rope walk of proxy wars