Never Go Nuclear — The EU Goes After Hungary

If there is one thing people with power always do when confronted with intransigence it is they always go nuclear. As a parent we've all been there.  That moment when your child calls your bluff on a particular thing you've been arguing over and you're left with no other option than to go through with … Continue reading Never Go Nuclear — The EU Goes After Hungary

The Real Contagion Threat is Political

The real danger to the current institutional order was just demonstrated in Sweden. While I've talked at length about the potential financial contagion stemming from the implosion of multiple emerging market currencies it is the growing political crisis in Europe that will shape our future. Sweden is The Land where Socialism Works, or so I … Continue reading The Real Contagion Threat is Political

Clarity on the Road to Civil War

  If there’s one thing that makes this job difficult it is the endless smokescreens. Filtering out the noise is draining. From the double-speak of politicians to the endless manipulations of financial markets by central bankers the world is awash in fake news, fake prices and fake geniuses. So, when a series of events occur … Continue reading Clarity on the Road to Civil War

Grand Bargain Update: As Stakes Rise in Syria So Does the Fake News

The hardest part of this job is the predictability of it.  Syria's 'civil war' is nearly over.  As forces gather to begin ridding Idlib province of Al-Qaeda and other 'rebel' factions, the posturing and rhetoric become more overblown. Israel and the U.S. need to make a show of force here to prove to the world … Continue reading Grand Bargain Update: As Stakes Rise in Syria So Does the Fake News

Trump Doesn’t Want Peace with the EU

Donald Trump is on a mission.  His goal? Destroy the post-WWII institutional order that has outlived its usefulness. And there have been a number of major moves that fundamentally tear at the fabric of that order.  In a span of a day we've had the following things occur in quick succession. French President Emmanuel Macron … Continue reading Trump Doesn’t Want Peace with the EU

Gold Goats ‘n Guns Live – The Threat of Peace Has the Deep State in a War Mood

As I've been reporting all week we are rapidly approaching the inflection point in U.S. politics.  Our Intelligence agencies are in the process of ripping off the mask revealing the ugly truth of who they are, what they stand for and who they, ultimately, work for. "The illusion of freedom will continue as long as … Continue reading Gold Goats ‘n Guns Live – The Threat of Peace Has the Deep State in a War Mood

Gold Goats ‘n Guns Live – Brexit Betrayed During World Cup Distraction

Congratulations are in order for Belgium, England, Croatia and France for making it to the semi-finals of this most excellent World Cup of football.  Special props go to Croatia and Russia for playing a quarter-final match which epitomizes everything good about professional team sports while leaving behind all of the drama and politics. I'm not … Continue reading Gold Goats ‘n Guns Live – Brexit Betrayed During World Cup Distraction

Black Flags Rise Over May’s Brexit Betrayal

Theresa May was put in power by the Tories to betray Brexit.  She finally showed her true colors last week agreeing in principle to a Brexit deal with the European Union that was the antithesis of what the British people voted for in 2016. That May chose the weekend of England qualifying for its first … Continue reading Black Flags Rise Over May’s Brexit Betrayal