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…

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…

Conflict, elections: The clock is ticking.

Geopolitical tensions continue to rage. We are now six months into the Israel-Palestine conflict, and though the ceasefire talks between Israel and Hamas are welcome news, Iran’s drone attack against Israel is yet another sign of the increasing regionalization of the Middle Eastern hostilities. This is no doubt a delicate moment both for the conflict…

U.S. & Mexico Elections: It’s race time!

I know that many of you are well into your spring break, getting ready for the Easter holiday, or simply enjoying March Madness. And others simply relieved to see that the U.S. government may have averted a shutdown. That said, I thought it was a good time to get a quick note out to you,…

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…

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