“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 ’13: History Repeats Itself
/in Risk & Opportunity /by mcuddeheKarl Marx got some things right. “History repeats itself: first as tragedy, then as farce.” The spectacle emanating from Washington in recent months is nothing if not a farce. Republican neo-Confederate nihilists pushed the limit over the debt limit in October, causing a 16 day shutdown of government services and threatening to drive the U.S. […]
Q2 ’13: On the Bank of the Rubicon
/in Risk & Opportunity /by mcuddeheThe revelation that the U.S. government is vacuuming up, storing and data mining virtually all communications of U.S. citizens is probably not a huge surprise to anyone who has been paying attention to policy trends since 9/11. Just the same, Edward Snowden has done the country a great service by sparking a public discussion of […]
Q1 ’13: The Mother of all Bubbles
/in Risk & Opportunity /by mcuddeheGlobal central banks have been flooding the world with liquidity in an attempt to fend off debt deflation and re-inflate the global economy…a collective action that is creating the Mother of All Bubbles. On the macro level we are presently experiencing deflationary pressure due to continuing fallout from 2008, and government attempts to reign in […]
Q3 ’12: Elections and De-Leveraging
/in Risk & Opportunity /by mcuddeheThe marathon 2012 presidential election campaign is almost finished. Polling has been volatile, but at press time with just a few days to go, Nate Silver’s FiveThirtyEight blog gives Obama an 84% probability of electoral college victory. Intrade has Obama at 67%. This campaign gets the prize for banality. With almost $6 billion spent on […]
Q2 ’12: All That Glitters
/in Risk & Opportunity /by mcuddeheThe topic of this quarter’s letter is gold. Is it a “barbarous relic” or the only true currency? Should everyone own some, or is it a useless asset? Few issues in the financial world provoke as much passionate and opposing commentary as the role and value of gold. Gold has rallied over 700% from its […]