We are living in the age of asymmetry
Power flows less from size or wealth than from the ability to convert imbalance into leverage
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Power flows less from size or wealth than from the ability to convert imbalance into leverage
For the foreseeable future, successful statecraft will depend on hedging.
Moving past the stability myth to confront the harsh architectural mechanics of global leverage.Continue reading on Medium »
Iran’s military might was never going to be a match for the US and Israel. So instead it turned to the highly effective weapon it has at its disposal – geography. Blocking off the...
(Oil & Gas 360) By Greg Barnett, MBA – If the first Gray Swan resides beneath Iran’s tanks and inside […]
The capital market is misreading the moment. As consensus focus is on a temporary supply shock the great game is changing.
President Trump's economic policies on trade, energy and manufacturing position the U.S. to negotiate with China from a place of unprecedented strength.
According to Montel, energy consumers in Europe are seeking to hedge against price volatility and supply shocks amid rising geopolitical tensions. The report said the hedging value...
Iran’s military might was never going to be a match for the US and Israel. So instead it turned to the highly effective weapon it has at its disposal – geography. Blocking off the...
For real estate investors looking to deploy capital into the data center space, power availability is now both the greatest constraint on asset value and a rapidly emerging opportu...
The trade is essentially a reversal of the war premium across asset classes: long bonds, short dollar, long Asian equities and currencies against a backdrop of fading Fed hike expe...
Trading Immediate Cash for Undefined Nuclear PromisesContinue reading on Medium В»
By ignoring all the bright thinkers and conventional analyses the President's genius strategy has placed us in the driver's seat. We are now the world's top source of oil and gas a...
Facing an unprecedented shortage, the oil market is pulling every available lever to rebalance supply and demand.
The trade is fairly simple: sell downside protection in semiconductor names where volatility is expensive, and buy downside protection in the S&P 500, where it's relatively che...
Power changes the mind. Not metaphorically, and not gradually but in specific, measurable ways that alter how senior executives process information, assess risk, and ultimately mak...
The Western hemisphere stands to gain from the Iran crisis, as the closure of the Strait of Hormuz underlines the inherent risks of reliance on Middle Eastern suppliers.
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