Security

Cultures, values, nations and good reasons to believe in the EU

Dear Gideon, There’s one thing here which is that cultures and values are intimately related. Some mistake the nation for a timeless construct of ethnic homogenity this while most nations and their ethnic makeup now in existence are less than a century old and the modern concept of nationality arguably was something for quite a …

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Oil producers face their ‘life or death’ question

Shell et al need structural change in order to continue. These are engineering companies (upstream) with remarkably massive engineering and financial capabilities on the one hand and consumer oriented networks and outlets on the downstream side. They’re used to long term planning and hence mostly conservative, and that has taken its toll. They have such …

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FT “Donald Trump’s trade tirades show his mastery of the message”

Thanks Rana, an excellent perspective. Let’s first dispense with that I consider Trump to be completely unfit for the office he occupies and consider him to be the largest actual threat to US national security and international well being. Having said that though, he is striking out with energy and agenda in an indomitable way and …

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Staying in the EU

Beautiful interview Simon. My parents were teenagers when WW2 ended and I live a walk away from the British Airborne cemetery at Oosterbeek. That we don’t better celebrate what binds us in Europe and transatlantically is a very sore spot to me as well. It certainly isn’t difficult for my parents and grandparents for whom …

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Do we still believe old oil’s sales pitch?

The FT article “Saudi Aramco chief warns of looming oil shortage” https://www.ft.com/content/ed1e8102-212f-11e7-b7d3-163f5a7f229c is more interesting for the comments it now attracts than for the content. We’re no longer buying these sales pitches. Still, we do live in a world were we did buy these pitches for decades and where they mostly were right. Oil is vital …

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Putin is sanely driven by internal considerations

Putin really goes well beyond what most sane strategists consider to be a wise course of action in international politics even from a zero sum perspective. But from the same perspective it may be how Putin must organize his own survival. Ukrainians consider themselves closely related to Russians. But Putin’s brinkmanship fundamentally undermines that since …

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End Euro or EU?

Mrs. Le Pen will hover over Europe threatening to become not only France’s first female president but the one who will exit the Euro or worse, the EU. These threats will not be taken lightly by markets because they risk being implemented. And even today, an increasing majority of mainstream politicians are trying to steal …

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