IRAN EXPOSES THE MOBILIZATION GAP / GEOPOLITICAL FUTURES

Iran Exposes the Mobilization Gap The U.S. can expend munitions much more quickly than it can replace them. By: Andrew Davidson The war with...

THINKING ABOUT IRAN`S STRATEGY / GEOPOLITICAL FUTURES

Thinking About Iran’s Strategy By: George Friedman In geopolitical analysis, strategy is a combination of defining the national interest, ha...

BOND YIELD BREAKOUT / CREDIT BUBBLE BULLETIN

Bond Yield Breakout Doug Nolan  Note to readers: Many of the yields and indicators referenced below can be viewed in chart form at the new s...

WHY THE GULF NEEDS ECONOMIC TIES WITH IRAN / PROJECT SYNDICATE

Why the Gulf Needs Economic Ties with Iran Most Gulf observers agree that the old security order is dying. But none of the most commonly pro...

DONALD TRUMP HAS NO GOOD OPTIONS FOR REOPENING THE STRAIT OP HORMUZ / THE ECONOMIST

A straitjacket of their own making Donald Trump has no good options for reopening the Strait of Hormuz Yet the stand-off has costs for cash-...

WHY THIS ENERGY SHOCK IS DIFFERENT / PROJECT SYNDICATE

Why This Energy Shock Is Different Unlike recent energy crises, today’s geopolitical shock is destroying supply rather than rerouting it, ex...

THE MIDDLE EAST`S NEW NORMAL / PROJECT SYNDICATE

The Middle East’s New Normal The most likely outcome of the Iran war is not peace but an unsatisfying ceasefire that leaves the underlying i...