Category: Blog

How the Tehran and Delhi Settlements Expose a Petrodollar Already Gone, Gone, Gone, Taking the Bellicose American Empire With It.

Tehran and Delhi settlements expose payment systems built outside the dollar, as sanctions, war premiums, and bond markets erode U.S. leverage.

Trump’s Iran War, China Trip and the Vanishing Empire

Trump’s China visit with technology oligarchs turned an intended display of U.S. strength into evidence of a captured state and fraying hegemony.

The Arsonist’s Lament: Robert Kagan, Victoria Nuland, and the Neocon Family Business of Perpetual War

A study in the audacity of those who set the house on fire and then write op-eds about how surprising the smoke is.

The Bahrain Parable: A Cautionary Tale for South Korea, Japan, Singapore, Indonesia, Malaysia, Vietnam, and Thailand

Bahrain accepted Fifth Fleet risks and a dollar peg, then faced a 134% debt burden and Washington’s withdrawal of its guarantees.

Sheep on a Chain: How Berkshire, BlackRock, and Vanguard Own the Agencies That Rate Their World

They’ll tell them how to rate their deals.

Never Is Hope So Pure As In The Certainty Of Loss: UAE’s OPEC Exit and the Structural Dissolution of the Petrodollar

OPEC production fell 27% amid a closed Hormuz, leaving the UAE’s departure as evidence that the oil cartel cannot govern the crisis.

Mini-Me Without a Plan: Don’t Worry, the Markets Will Be Just Fine

Wall Street and geopolitical analysts turn stalled peace talks, a constrained Hormuz, and Mag 7 earnings into rival narratives of certainty.

The AI Oligarchs Delivered a “Useful Idiot” as the American President

Americans Are Being Repaid With Unemployment and a Wrecked Global Economy

The Humans Elected a “Useful Idiot” for AI; They Will Be Repaid with Everything But Kindness

Trump’s AI orders clear democratic constraints for Thiel, Sacks and capital pools seeking data centers, automated labor and war at sovereign scale.

The Gulf States Paid Washington to Destroy Them

The petrodollar and the fifty-year protection racket now coming apart at Hormuz