Tag Archive: Geopolitics

Toward a New World Order, Part II

One of the most widespread misconceptions in the realm of politics is the notion of a left-right axis. This has been used over and over to explain political outcomes and paint the various factions as polar opposites. For example, in the US the two main parties, the Republicans (right) and Democrats (left), are often portrayed as a fight between good and evil.

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Toward a New World Order?

A Brave New World is coming? Perhaps. We had a recent discussion with a group of people in the hopeless business of doing long term forecasting. This made us think about what the world will look like over the next 20 to 40 years. A pretty thankless task, but the bottom line is without a damn good war, Asia will be the way of the future.

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The Road to Fascism in Just Two Charts

Laws of politics have been turned upside down. The Intellectuals Yet Idiots can make no sense of it. The underdog who ‘tell it how it is’ appeal to people while established reasoning does not.

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The Dos Santos Succession Saga

Arguably one of the easier calls for us to make after 37 years in power was that President dos Santos would find ways of affording himself another 5 years in. Like any ‘effective’ leader, Mr. Santos made sure the final deal to do just that was stitched up long before the Party Congress formally convenes in Luanda, with a lower level MPLA ‘Central Committee’ already rubber stamping his name in mid-August.

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South China Sea: Storm in an Indian Ocean Teacup

With global attention focused on BREXIT calamity, potentially more important questions are being overlooked, and especially in the South China Sea where storms are currently brewing between China and a range of littoral states for strategic control of territorial waters.

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China the lender of last resort for many oil producers

Bawerk explains how China will be the lender of last resort of many oil producers. China might let collapse a smaller producer and become much smarter at covering its political bases across producer states to protect longer term sunk costs.

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Dumbest monetary experimental end game in history (including Havenstein and Gono’s)

The Greatest Keynesian monetary experiment is not sustainable. It will not continue ad infinitum. Our money masters are just postponing the inevitable bust that will eventually correct these imbalances through worldwide capital re-allocation. Bawerk shows 3 graphs how investment growth gets slower and slower since the End of Bretton, how debt is increasing and how cheap dollar fuel debt-driven growth.

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Saudi-Arabia: Peg or Banking Crisis?

During the reign of the mighty petro-dollar standard, it was necessary for major oil exporters to recycle their dollar holdings back into the dollar-based financial system to maintain their self-imposed exchange rate pegs. US government bonds are the...

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OPEC Politics: Russian King, Iranian Crown Prince?

Another month, another OPEC meeting beckons for 2nd June. But unlike typical meetings on the Danube (let alone dust filled haze of Doha), the producer group might just have a new King in town.

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The ‘Strange’ Death of Mr. Abadi

As expected, PM Abadi was always going to come off worse in his last ditch attempt to try and regain some kind of political initiative by appointing a new look ‘technocratic’ government in Baghdad. But the ailing Prime Minister has managed to back hi...

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