Bi-Weekly Geopolitical Report
Weekly Geopolitical Report – Thinking about Thinking: Part II (August 22, 2016)
by Bill O’Grady Last week, we examined the three types of statements deemed true. This week we will discuss the appropriate assignment of these statements and the dangers in their inappropriate use. We will conclude with how investors can use this analysis. As an aside, these last two WGRs have examined a broad topic outside the… Read More »
Weekly Geopolitical Report – Thinking about Thinking: Part I (August 15, 2016)
by Bill O’Grady We are in the “dog days” of summer. The world is in turmoil. The U.S. presidential elections offer us a stark choice between a traditional establishment candidate and a populist alternative. Populism is on the rise in Europe, exhibited by the Brexit vote. Lone wolf terrorist attacks seem to occur with frightening regularity. … Read More »
Weekly Geopolitical Report – The Turkish Coup, Part III (August 8, 2016)
by Bill O’Grady Last week, we recounted the events of Turkey’s recent coup and some of our thoughts about why the coup failed and who was behind it. This week we will discuss the unfolding purge, including the role of Fethullah Gulen, and discuss the impact on regional geopolitics. In this week’s report, we will examine… Read More »
Weekly Geopolitical Report – The Turkish Coup, Part II (August 1, 2016)
by Bill O’Grady Last week, we began a three-part series on the attempted Turkish coup that started on Friday, July 15. In Part I, we examined Turkey’s history to frame the historical conditions that affected the failed coup. As promised, this week’s report will discuss the actual coup. The Coup Around 7:30 p.m. Eastern European Standard… Read More »
Weekly Geopolitical Report – The Turkish Coup, Part I (July 25, 2016)
by Bill O’Grady On Friday, July 15, reports out of Turkey indicated that unusual troop activity was underway which suggested a coup was in progress. In the U.S., as afternoon turned toward early evening, it was abundantly clear that elements of the Turkish security services were attempting to oust President Recep Tayyip Erdogan. As the hours… Read More »
Weekly Geopolitical Report – Meet Theresa May (July 18, 2016)
by Bill O’Grady On Monday, July 11, U.K. Energy Minister Andrea Leadsom withdrew from the race for prime minister. The Tories decided to end the leadership contest with Leadsom’s exit, giving the PM job to Theresa May. She officially took over the role on Wednesday, July 13. In this report, we will begin with a discussion… Read More »
Weekly Geopolitical Report – Post-Brexit (July 11, 2016)
by Bill O’Grady On June 23rd, voters in the U.K. shocked global markets by voting to leave the EU. In this report, we will examine the various paths the country may take in the coming months with regard to this issue, discuss the political lessons learned and the impact Brexit will have on other European nations. … Read More »
Weekly Geopolitical Report – The 2016 Mid-Year Geopolitical Outlook (June 27, 2016)
by Bill O’Grady As is our custom, we update our geopolitical outlook for the remainder of the year as the first half comes to a close. This report is less a series of predictions as it is a list of potential geopolitical issues that we believe will dominate the international landscape for the rest of the… Read More »
Weekly Geopolitical Report – The Real Risk of Brexit (June 20, 2016)
by Bill O’Grady In February, we presented an analysis of Brexit, which is shorthand for Britain’s potential departure from the European Union (EU). The referendum is slated for June 23.[1] In general, the points discussed in the aforementioned report on the economy, trade, regulatory policy, immigration and the U.K.’s geopolitical “footprint” all still hold. There… Read More »