Notebook
My essays and notes on economics, markets, politics, power, books, documents, and the machinery beneath events.
When Peace Means Insurance
Peace does not simply reopen the Strait of Hormuz. It moves the war into insurance, sanctions, naval protection, shipping routes and the fragile machinery that lets oil move again.
What Trump Is Trying to Prove in Cuba
The essay contends Trump’s sanctions and fuel squeeze on weakened Cuba aren’t about danger but a test of U.S. coercive power, showing Washington can discipline neighbours through oil and finance.