As a political economist, I see this war and its impact on the Gulf not as an isolated security failure, but as the delayed consequence of a failed development model. For decades, Gulf states chose external dependence over internal capacity. Instead of investing seriously in

Oman is inheriting the UAE. What looked at first like a temporary wartime workaround is starting to look more like a transfer of function. As Iranian attacks degrade the infrastructure that made the UAE viable as a regional hub, Oman is stepping in to absorb part of that role.

x.com/i/article/2033…

I am a US citizen & Surgeon who took care of the Boston Maraton Bombing victims in 2013. I paid for 7 years to own a small apartment in downtown #Beirut for my 3 kids to enjoy summers there. Today, #Israel reduced my dream home to rubble, with american weapons, paid by my taxes.

From the man in Oman: This is an incredibly detailed, educational, and forward looking piece on markets and the Middle East. Ten minute read. Mega worthwhile.

This piece by Ziad Abu-Rish on the history of the LAF and why by design it is not a tool for Lebanese sovereignty is exactly right: thepublicsource.org/lebanese-army-…

A plastic shortage is emerging - Asia produces ~60% of global plastics - ~50% of plastic production relies directly on oil and gas inputs - ~80% of Hormuz-linked oil and gas flows were directed to Asia Energy shortages translate directly into reduced plastic output Plastic is

Merci Nadège Rolland de mettre sous nos yeux cette carte étonnante adoptée par la Commission militaire centrale du PCC. Tout y est. La dislocation de l'Amérique—la marginalisation de l'Atlantique et de l'Europe. La projection de la Chine de Xi comme puissance planétaire.

There is a version of modern Arab intellectual history, repeated with such confidence that it has acquired the character of natural fact, in which the Nahda — that long century of cultural, literary, and philosophical ferment stretching across the Arab world from roughly the

here are all the TradingView models I use every day Ill be sending out more models here: capitalflowsresearch.com/subscribe tradingview.com/chart/2f5nDvsW/ tradingview.com/chart/HbKBeNCc/ tradingview.com/chart/aJ6Sy5b8/ tradingview.com/chart/pa0No7P2/ tradingview.com/chart/2taQ63im/

This is my favorite climate change chart. Japanese monks, aristocrats, and emperors kept meticulous records of cherry blossom festivals for 1,200 years and accidentally built the world's longest climate dataset.

Claude controlling TradingView live — switching symbols, writing Pine Script, batch scanning futures, replay trading, drawing levels. All from the terminal. Still rough edges but the vision is clear.

here is a graph showing per capita steel production in Iran vs USA from 1980-2025. I show steel production because it is a fundamental component of a modern economy and is a "real", not monetary, statistic. In the days of the Shah, despite Iran being an extremely large oil

For decades everyone in the asset management industry learned that bonds are the best diversifier to stocks. Then inflation came and ruined the relationship but allocators have been slow to move to find better diversifiers in this environment even when they exist.

Making the Arabs Nasser Again

At the peak of the Arab-Israeli conflict after the Six-Day War, Israel had completely unsustainable defense spending, probably exceeding even the level in the Soviet Union as a share of GDP and resulting in a very high deficit despite massive amounts of US aid. It was ultimately

Good Morning from Germany, a country whose influence on the world stage is fading. Its share of global GDP is expected to fall to 4% by 2030.

x.com/i/article/2040…

Bond yields are surging... right when we can’t afford it. After the world printed record amounts of money during the lockdowns, we saw a historic surge in yields. Now we have entered the next inflationary crisis. But this time, there is no real ammo left to fight it. With

Goldman's asking "Are We Running Out of Oil" . . . yes. The two heat maps are telling, Asia first then Europe. Bottom two charts indicates what's to come as the physical commodity air bubble keeps moving. Demand destruction ahead w/prices if this keeps up.