News Library
Showing All Results
NDTV President Trump & the ME: Snatching Defeat from the Jaws of Victory! Who foots the Bill?
Trump is snatching defeat from the jaws of victory at the expense of the world.
Peter Lewis Money Talk: The Interesting Question of What A Defeated Trump. Would Leave in His Wake?
Peter Lewis Money Talk An in-depth look at the nature of the Middle East energy crisis. Why it will outlast the US War. And what happens geopolitically, economically to the region and to markets if a defeated Trump goes home?
Navigator: The Oil Price – What drives it?
Navigator: The Oil Price – What drives it? It is the flow of oil in and out of crude reserves that drives the oil price and NOT the level or adequacy of inventories. The Middle East War creates a 12.5mn to 20mn bpd hole in global supply. That means every week oil drains out…
CNBC Squawk Box Asia: Say goodbye to the 60/40 strategy; David Roche with Martin Soong & Christine Tang
CNBC Asia Squawk Box: The Farewell to Martin Soong - The Greatest - Christine Tang and David Roche: The Outcomes & Implications of the MIddle East War for Investors & Global Stability.
Gold, Clausewitz & Chocolate
Gold, Clausewitz & Chocolate. This report measures which countries may sell gold to meet the rising cost of the Middle East Crisis. The method is to measure a country's temptation to sell gold as a function of how much gold it owns and how great is its vulne…
NDTV The Middle East War! Bluster, Lies and Likely Offramps
NDTV The Middle East War! Bluster, Lies and Likely Offramps. A cold analysis of the two options facing the US. Get deeper into conflict or go home . We chart gepolitical fall-out af both bad options. And provide a map what they mean for supply chains, inflation growth an…
EU Gas – A Potential Crisis of US Making
EU Gas – a Potential Crisis of US Making An EU energy crisis could result from a cut in US LNG supply to Europe (57% of LNG supply and 5% to EU total energy use). The result of a 100% stop in US LNG shipments to the EU for 2-3 months would reduce EU gas inventories to…
NDTV- Iran’s New Nukes
NDTV- Iran’s New Nukes The US war and the Middle East: The Road Map with no Roads The inevitable path of escalation. Trump has no off-ramps that are not defeat.
Navigator: Iran’s New Nukes
Navigator: Iran’s New Nukes. Miracles can happen. The Iranian regime could fall. But more likely is further escalation. In the end Iran wins strategically even if it loses the war. That transforms the Gulf into Iran's new nuke. And Tehran will have no reason not to…
Peter Lewis Money Talk
Peter Lewis Money Talk The Middle East: Trump’s least bad options. And what each means for economies and markets.