Geopolitics, Shaken

Analysis of power, alliances, and international order.

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The Shadow Fleet

Western sanctions on Russian oil were designed to choke off revenue. Instead they built a parallel maritime order — with its own flags, its own insurers, and now its own navy.

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The Middle Eastern Cold War: Two Blocs, One Iron Curtain

A structural realignment has produced two coalitions across the Middle East ( Turkey-Saudi-Pakistan versus Israel-UAE ) while a new Iron Curtain descends from the Arctic through the Caucasus into Central Asia. The two systems intersect at the chokepoints. The old frames do not fit.

The Shadow Fleet

Western sanctions on Russian oil were designed to choke off revenue. Instead they built a parallel maritime order — with its own flags, its own insurers, and now its own navy.

The Hollow Flag: Why Freedom Without Capability Is Ceremony

A state can have a flag, a UN seat, and a constitution — and still be unfree in any operational sense. The maritime coalitions that endure are the ones that protect the domestic capability to pursue freedom, not just the formal right to claim it.

The Load-Bearing Structure

The era conservatives romanticize had 52% corporate tax rates and no buybacks. The Nordic model wasn't built on oil or homogeneity; it was built on a deal: share the gains and losses of structural change, and the economy innovates. What broke that deal in the US? SEC Rule 10b-18, the rise of stock buybacks, and a shift from retain-and-reinvest to downsize-and-distribute. Now the velocity of money has collapsed, the top 0.1% captured almost all gains, and antitrust's price-only lens missed the platform monopolies. Economic elasticity — the capacity to absorb shocks and endure — is built by protecting the people who produce the value.

A World at War Is Fusing at Sea

Ukraine's strikes on Iranian shipping in the Caspian Sea show how separate wars are fusing through the maritime commons, and why command of the sea must now be re-earned on water that carries everyone's war.

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Analysis of power, alliances, and international order. Long-form analysis of the forces shaping the international order, published when the stakes justify the length.