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…

Turmoil and tariffs spell tension in 2025

As we close out 2024, I want to begin this last note of the year by first thanking my friends, clients, associates, and readers for their support over these past 12 months.   With less than a month until year’s end, yet another seemingly once in a generation geopolitical event occurred with the ouster of…

Mexico’s transfer of power: La Presidenta.

From the devastation in the wake of Hurricane Helene in the U.S. southeast to an expansion of the conflict in the Middle East, there is a lot going on in the world right now. Today, though, I want to focus on Mexico’s political transition. On Tuesday, Claudia Sheinbaum – a climate scientist and career public…

 “Democracy” 2024: Stakes high, conflict abounds. 

Only a few days into September and somehow Labor Day already feels like a distant memory. Globally, major geopolitical tensions persist. In the Middle East, we are now 10-months into the Israel-Palestine conflict. On September 1, tens of thousands of Israelis took to the streets protesting the Israeli government’s failure to secure the release of…

Mexico: Historic.

There is a lot going on in U.S. politics and the world right now, but today, I want to focus on Mexico’s historic election. On Sunday, June 2 Mexicans headed to the polls to elect their next president. In the end, and as expected, Claudia Sheinbaum came out on top – garnering approximately 58 percent…

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