“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
Q2 ’16: Artificial Intelligence – Blessing or Curse?
/in Risk & Opportunity /by mcuddehe2016 has already been an outlier for unexpected events. Political turbulence and violent outbursts globally are on the rise. At home, the ambush murders of police officers in Dallas and Little Rock have shocked the nation. Politically, the ascendance of Donald Trump as the Republican nominee for President is enough to let us know that […]
Q1 ’16: WMD Proliferation: India-Pakistan Edition
/in Risk & Opportunity /by mcuddeheThe border of India and Pakistan has been a toxic zone of conflict for decades, but the situation there has taken a turn for the worse. Pakistan has recently deployed tactical nukes on their border, under the control of local commanders. This hair-trigger situation is such that the slightest miscalculation could set off a nuclear […]
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. […]