This is surely the weirdest media coverage of an uprising ever. I get that there’s a blackout and it’s hard to get into the country as a journalist, but that’s not stopped intensive coverage of other… (View Post)

Yesterday’s regulatory interventions with defence companies, and the recent arm twisting of pharma, will be giving plenty of industries cause for concern. Political risk increases IRRs and shifts the… (View Post)

He tends to operate in shortish bursts followed by a period of *relative* quiet though. The periods of relative quiet allow the rest of the world to normalise his behaviour and prevent any meaningful… (View Post)

Could be a language & culture thing? Persian vs Arabic. I’m not sure whether Farsi speakers (or indeed Shias) routinely say Allahu Akbar. (View Post)

I try to avoid commentating on US purely domestic affairs on the basis it is a foreign country, it’s self-evidently no longer a normal democracy, we don’t comment on every extra-judicial killing in M… (View Post)