Geopolitics

Will President Trump get the Liz Truss treatment?

The Deep State got rid of Liz Truss. Is President Trump next? The groundwork is already being laid in the bond market. Investors should prepare.

5 ways to potentially profit from the failure of net zero

It’s been three years since I warned, “Don’t Join The Children’s [Climate] Crusade.” And one year since identifying “Net Zero’s Metallic Dissonance”. Now what?

The US election is an advance auction of borrowed goods

The last few days have brought the usual election-year claptrap. Kamala’s supposedly plans to tax her own donors. And Trump’s tariffs are a tax on the poor.

Has democracy failed on immigration?

We look like a complete bunch of plonkers to the Japanese. How hard can it be? If you don’t want more immigration, you just stop issuing visas. Why the fuss?

Even nuclear can’t save us now…

When the Irish defenders of Aughrim Castle opened their ammunition boxes, they discovered that English musket balls were too big for French flintlocks.

Labour is paving the road to net zero with good intentions

Governments are abandoning net zero. Companies are abandoning net zero. But the UK is turning back to net zero. What could possibly go wrong?

Don’t worry, the government will save you

No political theory can explain the dysfunction of our institutions. Perhaps they’ve just gotten so big that they don’t care about what policies are imposed.

Wall Street sells investments, not capital gains

One of the great virtues of capitalism is that people can buy what they want... and get what they deserve.

The Olympics, hard power, oil wars and the US election

The Olympics is all about soft power, but in the Middle East, hard power still dominates, with scary implications for energy markets and the global inflation narrative.

The Olympics of debt and delusion

In today’s issue: The opening ceremony would’ve been called a freakshow The Fed lives in a dreamworld of its own The insiders take the money…

Giving renewables the subsea snip

Renewable energy is often lauded for its energy security. But this fails to take into account a dangerous new vulnerability: submarine energy warfare.

A rendezvous with a perverse and unpleasant destiny

What has happened to us all? Did we suddenly awake, one dark and woebegone morning, and decide to be stupid? Or, is it just part of the pattern?

Where are our ‘great men’ today?

How could they fail to stop a callow amateur, shooting from an obvious vantage at the man who must be the most obvious target in the whole world?