War and Pause Continue: Two Sides, One Coin?
A pause without a pause is not a pause. Meanwhile, a buildup of American forces (Marines, 82nd Airborne) in the Hormuz region continues. No one knows what happens next.
Kotok Quick Take: It Is Also a Religious War
Religious contexts for the Iran War are being invoked on all sides. A three-minute YouTube explains.
The Iran War Pause
Abrupt and startling changes with multiple media reporting various views. What can we determine from this blistering pace? Is there a Kurdish connection?
Cuba — Cigar or No Cigar?
As the Iran War has spiraled into regional war with global impact, Cuba remains a hot topic.
Stagflation Hits the K
Slowing growth and higher prices equal “stagflation,” the worst of all possible economic worlds for policymakers (the Fed) and for those persons in the bottom leg of the K.
Is America’s Climate Mitigation Policy Dead?
Climate change mitigation in America was officially reversed on February 12, 2026. The Trump-Vought-Zeldin policy is officially announced. There are known & unknown consequences. One of them could be a killer.
Widening Middle East War
No one can forecast the outcome in the short term. Guess? Yes. Multiple scenarios? Yes. Forecast with confidence? No! But there is history for guidance.
The Coming RFK Jr. Health Recession: Part 3
In this update, we survey the implications of RFK Jr.’s leadership in US public health.
Middle East War – Quick Take 1
A regional war that includes existential risks is underway. Outcomes evolve. All predictions are problematic.
Is It a Market Correction or a Reallocation?
We ask if recent market volatility was a broad market correction or a reallocation within and among asset classes. Or is something else driving volatility because of disruption (AI, tariffs, wars, federal deficits)?