Is Putin Winning the War of Attrition with the U.S.?

The news that President Donald Trump offered to hold a meeting with his counterpart in the Kremlin, Vladimir Putin, has the political world in an uproar. Furiously keyboards are chattering away as laptop bombardiers are worried that perpetual war for perpetual empire will end if Trump and Putin see eye to eye on anything. From … Continue reading Is Putin Winning the War of Attrition with the U.S.?

Iran and India: Belt and Road by Another Name

Don’t tell the Iran hawks in D.C., isolating Iran won’t work.  Iranian President Hassan Rouhani met with his Indian counterpart Narendra Modi this week and the two signed a multitude of agreements. The most important of which is India’s leasing of part of the Iranian port of Chabahar on the Gulf of Oman.  This deal … Continue reading Iran and India: Belt and Road by Another Name

Rosneft End-Runs U.S. Kurdish Policy in Iraq

In what can only be seen as smart geopolitics, Russian state oil giant Rosneft just paid the recently vanquished Iraqi Kurds $1.3 billion for E&P (Exploration and Production) rights in their region. Remember that both Syrian and Iraqi Kurds enjoy nearly complete autonomy to govern themselves within those countries. Baghdad isn't happy, but this is … Continue reading Rosneft End-Runs U.S. Kurdish Policy in Iraq

War on Lebanon or Saudi Oil Price Pump?

It seems every day brings us closer to world war.  The turmoil in Saudi Arabia is now morphing into outward aggression towards Lebanon and Iran. The Arab League is meeting to discuss Iran.  The Saudis are putting their air force on alert.  The propaganda war is in full-swing.  And Israel is increasing its bellicosity against … Continue reading War on Lebanon or Saudi Oil Price Pump?

Saudi Purge: Desperation, Salvation or Both?

The dramatic events of the past two days in Saudi Arabia imply a whole new era in geopolitics.  The problem is trying to figure out what that new era will look like. From the moment oil prices began falling in July of 2014, I knew something like this was possible. Currency, Currency, Currency The Saudi … Continue reading Saudi Purge: Desperation, Salvation or Both?

Private Blog: Thoughts on Oil and Saudi Arabia

I've got a new private blog post up which discusses the current state of affairs in oil, the political imperatives surrounding its continued rise and why it's important for the Gold Goats 'n Guns portfolio. You can subscribe to the Private Blog for just $4/month and to the Gold Goats 'n Guns Investment Newsletter for … Continue reading Private Blog: Thoughts on Oil and Saudi Arabia

Qatar: The Arabian Night Of The Long Knives

From my perspective, it looks like Qatar has stopped backing al-Qaeda in Syria (Jabhat al-Nusra) and the Saudis have stopped backing ISIS. The next step is for Qatar to end its relationship with Hamas. That will make both Trump and Putin happy. Nothing will make the Saudis happy short of claiming Qatar’s gas fields for itself and destroying Iran.