Risk level: RED RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT US Fed goes all in. Will US lawmakers do the same? This is a leadership crisis as much as a health crisis. The global market, and in fact the global population, is now … More The Leadership Crisis
-China could usher in the Beijing Consensus -Wood Mac: Life at $30/bbl possible, but it won’t be pleasant. Rumors of normalcy returning to parts of China and extraordinary intervention by economic policy makers gave crude oil a lift in early Thursday trading, though it may be a short-lived bounce. We are in a period of … More The Daily Dose
The Geopolitical Energy and Risk Monitoring Report Risk level: RED RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT Ask the right questions and don’t panic. $60/bbl Brent seems like a dream. The liberal world order is unraveling and the global economy is faltering. National … More The Level-of-Analysis Problem
The GERM Report 