Geopolitical shift, a North American shield.

2026 blew in at a dizzying pace, headlined by the “tale of two speeches” at Davos which underscored a profound reordering of global alliances and confirmation that we can no longer rely on the predictability of the past.  This February marks 4 full years since Vladimir Putin first invaded Ukraine. While Russia held its ground in 2025, Moscow did not make any…

Holiday Cheer, Geopolitical Chill

I want to open this note by expressing my gratitude for your friendship, and appreciation for the confidence you have shown in me over the years. For many, the holiday season invites a moment of pause and reflection. As it stands, I find myself looking out at a rapidly reordering world. From tenuous truces in…

Fragile peace, a challenging chess board.

In my last newsletter, I raised the question as to whether we were living through a transformational moment or more of the same. Now, weeks later, the answer seems stark: we are witnessing profound and accelerating movement across the globe including emerging and complex dynamics in the Middle East, ever-increasing stakes in Ukraine, and heightened…

Geopolitical shift, a North American shield.

2026 blew in at a dizzying pace, headlined by the “tale of two speeches” at Davos which underscored a profound reordering of global alliances and confirmation that we can no longer rely on the predictability of the past.  This February marks 4 full years since Vladimir Putin first invaded Ukraine. While Russia held its ground in 2025, Moscow did not make any…

Holiday Cheer, Geopolitical Chill

I want to open this note by expressing my gratitude for your friendship, and appreciation for the confidence you have shown in me over the years. For many, the holiday season invites a moment of pause and reflection. As it stands, I find myself looking out at a rapidly reordering world. From tenuous truces in…

Fragile peace, a challenging chess board.

In my last newsletter, I raised the question as to whether we were living through a transformational moment or more of the same. Now, weeks later, the answer seems stark: we are witnessing profound and accelerating movement across the globe including emerging and complex dynamics in the Middle East, ever-increasing stakes in Ukraine, and heightened…

A transformative moment, or more of the same.

On June 24-25, NATO members hosted a summit at The Hague. Among the summit attendees’ pledges, leaders committed to investing 5% of their GDP on defense by 2035 and another US$ 46.5 billion in defense aid to Ukraine. On July 14, president Trump endorsed a plan for European allies to purchase U.S. military equipment for…

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