Insights and Reflections

Religious contexts for the Iran War are being invoked on all sides. A three-minute YouTube explains.

Abrupt and startling changes with multiple media reporting various views. What can we determine from this blistering pace? Is there a Kurdish connection?

As the Iran War has spiraled into regional war with global impact, Cuba remains a hot topic.

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.

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.

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.

In this update, we survey the implications of RFK Jr.’s leadership in US public health.

A regional war that includes existential risks is underway. Outcomes evolve. All predictions are problematic.

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)?

FL Gov DeSantis is trying to take the USF Sarasota-Manatee campus and transfer it to New College. IMO, this would be a disaster for the Sarasota-Manatee community and the state.

Trump’s Venezuela actions have lessened the Maduro threat to oil production in various South American countries. The outcome has possible bullish scenarios for oil.

Fishing trips start with morning coffee, so we pass on info from JAMA before discussing a recent fishing trip. ICE is last.