Since Trump became President the second time there have been lots of occasions when markets have panicked at something Trump has done, and then Trump has TACO'd, and the markets have bounced bac… (View Post)

If that led to the end of Russia's war in Ukraine then it would be a step forwards, confining Russian-sourced instability to within Russia, rather than Russia's neighbours. (View Post)

One of the big vulnerabilities is that the Iran crisis is happening at the same time as a monster El-Niño is developing, and the Ukraine war continuing, so the risk of the world plunging into an abso… (View Post)

I'm more obvious in person. (View Post)

Should we have acquiesced to the German occupation of Paris? Are irrelevant analogies ever helpful? (View Post)