More turbulence ahead, keep seatbelts buckled.

The first month of the new year is nearly behind us, and everything suggests there is plenty of turbulence ahead, so keep those seatbelts buckled.  The Eurasia Group has made clear that 2024 will be the year of (at least) three simultaneous conflicts: Ukraine vs. Russia; Israel vs. Palestine; and the United States vs. itself. Against that…

SMU 2023 Commencement

On Saturday December 16, I was honored to offer the 2023 commencement address at Southern Methodist University. The date also marked 40 years since my own graduation from the SMU School of Law.  You can watch my speech shortly after the 42:30 mark, here.

Radical uncertainty, the New norm.

As we close out 2023 I want to begin this last note of the year by thanking my friends, clients, associates and readers for their support these past twelve months. It’s been quite the year, and here at White & Case in Mexico City we’ve worked hard to stay abreast of the issues and maintain…

Tough straits: Americans and the world respond.

The spring of 2026 arrived and brought with it a sobering reality: the US administration’s “doctrine of coercion” is bumping up against both the law and public sentiment. President Trump’s use of blunt-force tariffs and a superior military have reshaped certain theaters. However, the US Supreme Court has limited the executive’s use of IEEPA for…

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…

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