Geopolitical Risk
The Canary in the Coal Mine: What a Cancelled Grouse Hunt in 1973 Teaches Us About Today’s Economy
A 1973 oil crisis cancelled a traditional grouse hunt, offering a timeless lesson on economic shocks, risk, and second-order effects for modern investors.
Beyond the Battlefield: How a Deepening Saudi-UAE Rift Could Reshape Global Markets
A “friendly fire” incident in Yemen reveals a deep rift between Saudi Arabia and the UAE, with major implications for the global economy and investors.
The Narco-Economist: Unpacking the Financial Legacy of a Cocaine Kingpin
A look at the Medellín cartel’s business model, revealing lessons in logistics, finance, and the economic impact of a criminal empire.
Geopolitical Tremors: Decoding the Economic Fallout of US Military Strikes in Nigeria
A single military event has far-reaching economic and financial consequences. We explore the impact on investing, fintech, and the global economy.
2025 and Beyond: Navigating the Economic Tremors of a Potential Trump 2.0
A potential Trump 2.0 could reshape the global economy. Explore the policy risks, market impacts, and strategic playbook for investors and business leaders.
The Perfect Storm: How Putin, Trump, and Xi Are Forcing a New Reality on the Global Economy
Europe faces a triple shock from Putin, Trump, and Xi, upending the global economy. This new reality demands a major rethink for investors and leaders.
Navigating the 2025 Financial Maelstrom: A Deep Dive into Tariffs, Gold, and the Dollar’s Future
A deep dive into 2025’s key market themes: the return of tariffs, a gold rush driven by uncertainty, and the potential decline of the US dollar.
The New Digital Iron Curtain: Why a US Visa Ban on Tech Critics is a Major Red Flag for Global Investors
A US visa ban on UK tech critics signals a major shift in global tech policy, creating new risks and uncertainties for investors in finance and technology.
Hong Kong’s Legal Crossroads: Decoding the Economic Stakes of the Jimmy Lai Trial
A high-profile trial in Hong Kong sparks a global debate on the rule of law, forcing investors to reassess the economic stakes and political risks.
The Harambe Effect: Why a 1914 Warning Haunts Today’s Global Economy
A provocative analogy between 1914 Sarajevo and today’s economy reveals deep cracks in our financial system. Are we on the brink of a new world order?
Precedent or Peril? A Cold War Gold Deal and the $300 Billion Question of Russian Assets
A 1968 UK-Soviet gold deal is being cited as a precedent for seizing Russian assets. This analysis explores why the comparison is flawed and the risks involved.
High-Stakes on the High Seas: The Economic Fallout of the Latest US-Venezuela Tanker Seizure
A US tanker seizure is more than a headline; it’s a key move in an economic war with deep implications for oil markets, investing, and global finance.