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Von der Leyen Goes Off the Rails
Insanity in Brussels
Dec 4
The EU's Reparation Loan Dream Is Slipping Away
And the Ukrainians are running out of time
Dec 2
"Azov 9/11"
Ukrainian Blowback
Dec 1

November 2025

European Defense Stocks Take a Nosedive
Peace is bad for business
Nov 25
Blackout
Evaluating Ukraine's energy crisis
Nov 21
Deadlock in Brussels on Funding for Ukraine
No progress on the "reparations loan"
Nov 16
The Russians Strike a 750kV Substation
An update on the energy war
Nov 9
Eurobonds, Budget Gaps, and War Until 2031
Untangling media narratives on Europe's role in the war
Nov 1

October 2025

Why is Europe All-In on Ukraine?
How the EU Uses War to Stave Off Economic Decline
Oct 28
Ukraine's Looming Budgetary Crisis
European political and financial leaders spent much of this past week deliberating on the possibility of making the $137 billion (or $208 billion, no…
Oct 25
Clusterf*ck
An Evaluation of Western Wunderwaffen in the Ukraine War (Part 6)
Oct 16
Tit for Tat
On the Russo-Ukrainian energy attrition war
Oct 13
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