“The Politics of Unity” is not just a political treatise; it’s about altering a life philosophy that seems to be individually, regionally, and globally headed for a breakdown…Especially recommended for readers working in political circles in a cooperative effort for positive change.”
Michael Cuddehe is a veteran market analyst, trader and fund manager. He has spent the last 40 years tracking and analyzing global political and economic developments. He is the publisher of Risk & Opportunity, a quarterly political and economic newsletter, and the author of “Chronicle of Catastrophe: A Contemporaneous History of the Bush Years.”
Risk & Opportunity Newsletter
“The unleashed power of the atom has changed everything save our modes of thinking…We shall require a substantially new manner of thinking if mankind is to survive.”
–Albert Einstein
Q4 ’15: Uncertainty
/in Risk & Opportunity /by mcuddeheThe world is in a state of confusion, reflected in markets across the board, which went nowhere for all of 2015 (see Bloomberg “The Year Nothing Worked”). The new year started off with a sharp, but historically normal, selloff in stocks (Dow -13%, S&P -11%). Market fundamentals suggest more downside but the selloff precipitated a […]
Q2 ’15: Green Shoots
/in Risk & Opportunity /by mcuddehe“Two things have always been true about human beings. One, the world is always getting better. Two, the people living at that time think it’s getting worse.” Penn Jillette Political, economic and technological changes are rapidly changing the face of human civilization on planet Earth. At such a time it is easy to become overshadowed […]
Q1 ’15: Rationalizing Lunacy
/in Risk & Opportunity /by mcuddeheThe title of this quarter’s letter is taken from an article by Andrew Bacevich, professor emeritus of International Relations and History at Boston University. “Rationalizing Lunacy: The Intellectual as Servant of the State,” reprinted below with permission, addresses the impact of policy intellectuals on our foreign policy….characterizing them as “a blight on the Republic.” Mr. […]
Q4 ’14: The Tao of Washington
/in Risk & Opportunity /by mcuddeheOn January 22nd 2015 the Bulletin of the Atomic Scientists updated the Doomsday Clock, moving it up three minutes to 11:57PM — three minutes from Armageddon — accompanied by the following statement: “Unchecked climate change, global nuclear weapons modernizations, and outsized nuclear weapons arsenals pose extraordinary and undeniable threats to the continued existence of humanity, […]
Q3 ’14: A Time for Downsizing
/in Risk & Opportunity /by mcuddeheOne of the big issues for conservatives in recent years has been the size of government, at least when Democrats are in power. Grover Norquist summed it up in his stated desire to “shrink government to the size where we can drown it in the bathtub.” Conservatives are not entirely wrong in their concern with […]