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Navigator.
Navigator. Why President Trump's Greenland Tariffs are binary. They can either set off a new EU-US trade war and call NATO into question, Or result in Greenland being the last political tariffs to be used by Trump and removed from his arsenal by the US Supreme Court. …
Iran – the Beginning of the End!
Iran – the Beginning of the End! It may take time. But all roads lead to the same outcome. Some are smooth. Others are bloody. But the Iranian regime is doomed. Compared to Venezuela re-integrating Iran into the comity of civilised nations will be a cinch. Econo…
Venezuela: Now Comes the Hard Part!
Venezuela: Now Comes the Hard Part! This analysis focuses on the reasons why there is no bonanza in waiting for the US in terms of Venezuelan oil capture. In brief: It's the wrong sort of oil and there is little global demand for it. Costs of getting it out of the gr…
Time Past & Time Future
Time Past & Time Future. What this piece discusses: Why markets are where they are - across all categories? Six drivers are isolated. Can what got us here take us further? What would have to happen for that be our fate? What do consensus forecast expect for 2025?…