With the World Cup in full swing we take some time to discuss the politics surrounding it. Major international sporting events are always opportunities for politicians to act like idiots, using them to further an agenda or subvert a rival. We also discuss where major markets are headed and one possible reason for this week's … Continue reading Gold Goats ‘n Guns Live – Is the World Cup Geopolitical?
We covered a lot of ground last night as President Trump and Kim Jong-un began their historic meeting in Singapore. This was an unqualified good thing to behold. Trump needed to talk to Kim and vice versa. The Korean War needs to officially end. Yesterday's meeting didn't solve that issue, but this is the most … Continue reading Gold Goats ‘n Guns Live – Italy Closes the Border
Riffing off of my blog post from earlier today, I go over why Italy's new coalition agreement gives German Chancellor Angela Merkel the opportunity to break with the U.S. on Foreign Policy while saving face with her ever--growing domestic opposition. Also, why the Trump administration is moving down a very dangerous path with its over-the-top … Continue reading Gold Goats ‘n Guns Live – Italy’s New Coalition and Merkel’s Way out of the Middle
It looks like a repeat of what happened to spark the Bitcoin and crypto-revolution in 2014, capital flight fueling demand for the currency. Then Chinese were protecting their capital to get around capital controls during the infamous "Taper tantrum" and subsequent shock Yuan devaluation by the People's Bank of China. It was this capital flight … Continue reading Iran Turns to Bitcoin to Protect Wealth While Rial Dies
New Private Blog post up on Patreon this morning that ties together a number of threads pertaining to a blow up in emerging market debt. To subscribe to the Private Blog join my Patreon and pldege at the $4/month level or higher.
These are the questions I put to my good friend and journalist Halsey English who spent 10 years in Israel covering events there. I felt it important to error check myself and my analysis with him as I've been getting pushback on my criticism of Israel's actions to extend the war in Syria and gin … Continue reading Halsey Live – What is Israel’s Plan? War with Iran?
While everyone has been focused on the machinations within the dysfunctional Trump White House, the real stories in the news are coming from Europe. The European Union is falling apart at the seams and yet the power brokers there continue to act as if they still have everything under control. The push towards populism and … Continue reading Gold Goats ‘n Guns Live – Hungary Under Attack, Brexit Betrayal is Here and Macron Wants to Lead the EU