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Geopolitics

Wealth, War & Rates
Readers, I was a guest on the Market Huddle podcast this week. Here is a recording if that’s of interest. I will also release a new podcast this…
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Paul Podolsky
The Swing to Center
Letter from Istanbul, Cycles & Markets
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Paul Podolsky
2
Letter from Buenos Aires
This is a free post to give you a sense of what paid subscribers see. Writing these posts takes effort. If you value the content, sign up. Those funds…
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Paul Podolsky
Putin is Evil, But He Won't Win
“No one shall be subjected to arbitrary arrest, detention or exile.” UN Declaration of Human Rights, 1948 “Because you don’t save, Mr. Deasy said…
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Paul Podolsky
China's Deflationary Down Wave
Plus, a podcast with Jason Bedford
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Paul Podolsky
6
Would a Trump Win Move Markets?
“I will try to express myself in my art as freely as I can and as wholly as I can, using for my defense the only arms I allow myself to use, silence…
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Paul Podolsky
Nikki in NH
THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. I came to New Hampshire to meet Nikki Haley for the same…
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Paul Podolsky
2
Villains, Perpetrators, Markets
Letter from Riga, Part 2
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Paul Podolsky
A Framework for Today's Conflicts
Plus, more taxes and the outlook for assets
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Paul Podolsky
4
Russia's Social Contract, Taxes, $TSM
“Bang is the act. Bang is the IED explosion, the sniper taking a shot, or the beginning of an ambush .. being left of bang means that a person has…
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Paul Podolsky
Past, Present, Future
“No matter what the circumstances, uncertainty is all we truly have.” -Pema Chodron Today I speak before the board of a large public pension fund that…
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Paul Podolsky
China's Boom Is Over
A guest post by Jason Bedford and podcast with Yasheng Huang
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Paul Podolsky
2
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