1 The American Century 2 The Physical Economy 3 Comparison between the World’s Two Largest Economies 4 The AI Bubble 5 The Financial Equation 6 Conclusion How did the current global situation come to this point? To answer this question, we have to go a bit back to the end old World War 2, in […]
Quantitative Madness Here is where it began to go really bad. The largest Wall Street banks such as JP Morgan Chase, Wells Fargo, Citigroup or in London HSBC or Barclays, lent billions to their major corporate clients. The borrowers in turn used the liquidity, not to invest in new manufacturing or mining technology, but rather […]
1 The US bond market 2 Europe 3 Russia 4 Iran Introduction With the fall of the Soviet Union, the world was going to become a better place- according to the Rockefeller family. Just over 3 decades later, the celebratory mood looks positively deluded. The end of the Cold War brought not a peace dividend. […]
6 Intensification since the ‘Ceasefire’ The April 16 ceasefire has intensified the Israeli aggression against South Lebanon. Israeli media had reported in recent days that the ceasefire agreement, tied to the broader prevents “Israel” from striking Beirut and its Southern Suburb, effectively concentrating the full weight of its attacks on southern towns and villages. Israeli warplanes […]
1 Oil & Land 2 Why Israel invaded Lebanon – Again? 3 The Israeli assassination strategy is leading Israel to defeat 4 The Lebanese front-Israel’s ongoing nightmare 5 Israel’s late countermeasures 6 Intensification since the ceasefire 7Iran enters the picture 8 Israel bombs Lebanon as Hezbollah rejects ‘shameless surrender’ 9 Hezbollah attritions the IDF 1 […]
5. The GCC is Finished Of the five GCC countries, we will not discuss Saudi Arabia, but the other 4 – Kuwait, Bahrein, Qatar and the UAE. Saudi Arabia’s production capacity has suffered measurable damage. It is exporting some 5 million bpd through its East-West pipeline. Qatar has lost close to one-fifth of its liquefied […]
Breaking the Blockade Notwithstanding the US blockade, Iran continues to fill oil tankers that are sailing out of the Persian Gulf. Since the start of the conflict, at least 60-80 tankers laden with Iranian oil have left the Persian Gulf, some broadcasting their signals and others operating clandestinely. Daily, about 10-20 ships, oil tankers, bulk […]
1 Who Controls Oil flows controls the Destiny of Nations 2 The US Blockades Hormuz 3 Military Operations 4 The Desalination Front 5 The GCC is finished 6 From the Petro-dollar to the US$ 7 From Abundance to Shortages History’s wheel is turning. China builds, India grows, BRICS+ surpasses the G7—while America punishes allies and […]
8 Lebanon A Battlefield Strategy Shaped by Attrition Militarily, the resistance movement is operating with notable tactical flexibility. Its strategy relies on carrying out attacks aimed at inflicting maximum losses through calculated offensive maneuvers that prevent Israeli forces from consolidating their positions, without forcing them into a full retreat. This approach aims to keep Israeli […]
4 The Ceasefire What was agreed by Iran on 7 April is not a ceasefire per se, but rather a brief cessation in military actions in order to provide the space in which to test whether meaningful political discussion with the US is possible or not. The US however, has accepted Iran’s National Security Council’s 10-point framework […]
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