Apr 25Sunak, Scholz, Macron, and…where is Meloni?…She is doing more than expected and asking for little applause… The article was originally published in “The Musings Of A Politics Junkie & Closet Economist.” To read more, please visit the website. The politics of Europe has massively shifted along with its leaders following the Russian invasion of Ukraine. …Giorgia Meloni5 min readGiorgia Meloni5 min read
Apr 13A Few Takeaways from the China brokered Saudi-Iran Deal…The old U.S. playbook may not apply… The article was originally published in “The Musings Of A Politics Junkie & Closet Economist.” To read more, please visit the website. “Oil for Security” is dying with the changing regional security dynamics… The original deal between the U.S. and Saudi Arabia was…Iran5 min readIran5 min read
Mar 22A Few Takeaways From The Failure of Silicon Valley Bank (…And Signature Bank)…No expert analysis…only simple observations… The article was originally published in “The Musings Of A Politics Junkie & Closet Economist.” To read more, please visit the website. This is not a political rant nor an analysis of what happened at SVB…The Fed can comment on this case with higher sophistication…Bailout5 min readBailout5 min read
Mar 10As Energy Transition Goes, 2023 Is The Year of Corporate Utilities…M&A, Capital Efficiency…and Hopefully Public Support… The article was originally published in “The Musings Of A Politics Junkie & Closet Economist.” To read more, please visit the website. The success of the Biden energy policy depends on the ability of utility companies to fund a significant amount of capex in…United States4 min readUnited States4 min read
Nov 30, 2022Qatar’s World Cup Gives Hope to Other Aspiring Countries…FIFA has never been perfect and the host has never been perfect…but isn’t this about the game… The article was originally published in “The Musings Of A Politics Junkie & Closet Economist.” To read more, please visit the website. Qatar’s bid to host this year’s World Cup was always going…Qatar5 min readQatar5 min read
Nov 21, 2022The World Need More Oil…Will the U.S. Provide It?The article was originally published in “The Musings Of A Politics Junkie & Closet Economist.” To read more, please visit the website. What is one thing that Iran, the UAE and Elon Musk can agree on? The world needs more oil… — The Iranian Minister of Petroleum Javad Owji stressed…Oil5 min readOil5 min read
Sep 24, 2022Ukrainian Marshall Plan: A Financial and Psychological Endeavor…With Immeasurable Cost and Uncertainty… The article was originally published in “The Musings Of A Politics Junkie & Closet Economist.” To read more, please visit the website. The western political discussion on Ukraine remains largely focused on military support and keeping Ukrainian forces supplied with weapons and intelligence to win…Russia5 min readRussia5 min read
Aug 11, 2022Coal Is Winning in Europe For Now…But Why?The article was originally published in “The Musings Of A Politics Junkie & Closet Economist.” To read more, please visit the website. Coal’s is winning the battle but losing the war (at some level)… The European Union (EU) is facing the potential of a very cold winter as the flow…European Union5 min readEuropean Union5 min read
Jul 25, 2022Turning U.S. Attention from Middle East to China and Asia…The article was originally published in “The Musings Of A Politics Junkie & Closet Economist.” To read more, please visit the website. It Is Not Abandonment But Rather Strategic Positioning… The ‘pivot to Asia’, first introduced by President Barack Obama, has always been at the mercy of other emergencies on…Asia7 min readAsia7 min read
Jun 24, 2022The U.S. and Saudi Arabia: A Rendezvous in the Desert…The article was originally published in “The Musings Of A Politics Junkie & Closet Economist.” To read more, please visit the website. Dating…Co-dependency…Marriage of Convenience…Or Something Else… Back when U.S. President Joe Biden was a candidate, every political analyst knew there would come a day when he would meet with…United States4 min readUnited States4 min read