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Geostrategic Constraint, SoN2, and Donald Trump
Everyone is asking the wrong question about Venezuela.
Jan 9
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On the International Oil Market
Oct 19, 2023
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The Venezuela Case Study
Jan 12
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April Fools’ Gold - TACO and Iran
Apr 1
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The End of the World - Part I
Markets wait for the Iran war to resolve. The world has already changed.
5 hrs ago
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April Fools’ Gold - TACO and Iran
Hopes are up, but infrastructure remains down across the Middle-East
Apr 1
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4
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Interest Rates are Not a Toy
The Iran war's energy-driven inflation is not the same as excess liquidity.
Mar 26
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3
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World Trade Reorganization - China
China's free trade push in Africa frustrates facile narratives of deglobalization
Mar 13
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2
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AI, Iran, and the Perpetual Now
How markets learned to start worrying and hate the bomb.
Mar 12
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2
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The Venezuela Case Study
From Edge Case to “Omnipotence”: What Caracas Really Shows Us
Jan 12
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5
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Introducing Capital Matters Geopolitical Insights
In 2026, Capital Matters is evolving.
Jan 6
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Discussing geopolitics, markets, technology, and the intersections between them.
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