Postcards: The "War" Merger

And now... we witness one of the most perplexing decisions in the history of the West. Secretary Anthony Blinken - who has never NOT loved a war - says Ukraine will join NATO. This won't end well.

Dear Fellow Expat:

I’m taking Amelia to the pool today, but I wanted to share insight that is less market-related - and more geopolitical. Tomorrow, I’ll do my usual recap of the week ahead and offer an assessment of the state of the markets.

In 2010, I sat in on a three-round security forum as part of my Global Security Studies program in Washington, D.C. We debated three exercises that day.

All hypotheticals.

1. What would happen if alternative energy successfully replaced all oil and gas due to a radical discovery in less than six months? It was an exercise in managing the destabilized Middle Eastern economies and a deflationary spiral across U.S. supply chains and consumer budgeting.

2. A War Gaming (game theory) exercise in which Iran obtained a nuclear weapon (I was part of the “Iran” team - you don’t want to know the rest…)

3. A debate on whether NATO should allow the nation of Georgia to join the defensive organization.

The last sounds boring as hell… but it couldn’t be more relevant today…