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Trump's Liberation Day Tariffs
What fresh hell...
Apr 33 min read


Europe On Its Own
Europe is on its own, can it pull off a peace? Yes, actually.
Mar 63 min read

The LNG panic, revisited
LNG panic in Europe, and how the energy market's global dynamics could impact the world's economy.
Oct 8, 20243 min read


Russia's Military Boxscore
Donald Trump has said that all Russia does is fight and win wars. Bryan Artiles takes a dive into Big Bear's box scores.
Oct 6, 20246 min read

Israel v. The World
Israel v. the World is inching closer to disaster.
Jul 31, 20243 min read

WTF: European Snap Elections
What's with all those snap European elections. The 4717 explains.
Jun 12, 20243 min read


Drooping Tiger, Wheezing Dragon
Beijing's heavy hand on the markets is threatening to crash the entire system.
May 30, 20246 min read


Hard landing for Iran's President
The death of Iran's president is going to trigger an internal blood bath in Tehran.
May 21, 20243 min read


The Ukraine Equation
The Ukraine equation framed so that even a Congressman can understand it.
Apr 18, 20244 min read


The Hormuz Sideshow
Iran's seizure of a container ship in the Strait of Hormuz may be a bigger problem than its attacks on Israel.
Apr 16, 20245 min read


EU Troops in Ukraine
Sending European troops to Ukraine is no longer a French thing to say.
Apr 4, 20243 min read


Israel Strikes, Iranian Targets & Syria
Israel's strike on Iranian targets in Syria wasn't the fog of war, but its inertia.
Apr 2, 20243 min read


The Shipping News is Bad
North Korea is eyeballing the Houthi assault on commercial shipping. That won't do shipping costs any favors.
Feb 2, 20243 min read


The Last Days of Davos
The Universe Davos built, or claimed to, is coming apart. Step lively boys.
Jan 24, 20244 min read


Whisky Tango Foxtrot: Lebanon
Lebanon and Hezbollah are not the same thing, although they are both train-wrecks.
Jan 10, 20242 min read


Half-Time in Korea
Did Kim Jong-Un declare the Korean War's 71 year half-time over?
Jan 8, 20242 min read


Not Quite a Whirlwind...
The West engineered the worst possible outcome for the war in Ukraine.
Dec 11, 20232 min read


What's Next with World War III?
Leaving Ukraine - and Europe - to it's fate will trigger a chain reaction that we are not going to like.
Dec 8, 20234 min read


And the Next War...
Venezuala y is in no state to wage a war, but Guyana can't keep out the rain.
Dec 4, 20232 min read

A Hard Landing for the US and China?
The world's two largest economies operating on different cycles has been a good thing for the global economy.
Dec 1, 20233 min read
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