Bi-Weekly Geopolitical Report
Weekly Geopolitical Report – The 2021 Geopolitical Outlook (December 14, 2020)
by Bill O’Grady & Patrick Fearon-Hernandez, CFA | PDF (This is the last report of 2020; the next report will be published on January 11, 2021.) As is our custom, in mid-December, we publish our geopolitical outlook for the upcoming year. This report is less a series of predictions as it is a list of… Read More »
Weekly Geopolitical Report – The Disputed Territory of Nagorno-Karabakh: Part II (December 7, 2020)
by Thomas Wash | PDF After a six-week war, Armenia regretfully conceded some of the disputed region of Nagorno-Karabakh to its longtime rival Azerbaijan. Making matters worse, Armenian President Armen Sarkisyan admitted that he wasn’t even involved in discussions regarding his country’s surrender. As of today, ethnic Armenians have evacuated the conceded regions, while Russian… Read More »
Weekly Geopolitical Report – The Disputed Territory of Nagorno-Karabakh: Part I (November 23, 2020)
by Thomas Wash | PDF (Due to the Thanksgiving holiday, our next report will be published on December 7, 2020.) On November 9, Armenia agreed to give up some of its territory to Azerbaijan in a deal brokered by Russia. After six weeks of fighting and three failed ceasefires, Azerbaijan and Armenia have ended their… Read More »
Weekly Geopolitical Report – An Ant Problem (November 16, 2020)
by Bill O’Grady | PDF Although the U.S. elections were the major story during the first week of November, another notable, but somewhat overshadowed, event did occur, namely, when Chinese regulators forced Ant Group to suspend its initial public offering. Ant Group, an affiliated firm of Alibaba Group (BABA, USD 294.04), was preparing to launch… Read More »
Weekly Geopolitical Report – Revolution in Kyrgyzstan (November 9, 2020)
by Thomas Wash | PDF Around 20,000 protesters took to the streets in the Kyrgyzstan capital of Bishkek following parliamentary elections on October 4. Social media posts and news reports of alleged vote-buying and registration fraud sparked outrage when 107 out of 120 parliamentary seats went to parties loyal to President Sooronbay Jeenbekov, a surprising… Read More »
Weekly Geopolitical Report – Of Pirates and Computer Hackers (November 2, 2020)
by Patrick Fearon-Hernandez, CFA | PDF It’s now been more than a quarter century since the first nefarious behavior was observed on the internet. There have been countless news reports about computer hacks, stolen data, ransom scams, misinformation aimed at manipulating elections, and the like. Many of us have had to change our passwords and… Read More »
Weekly Geopolitical Report – The Election of 1876: Part II (October 26, 2020)
by Bill O’Grady | PDF Last week, we outlined the history of the presidential election of 1876. This election was disputed and required a special commission to resolve. This week, we will begin with a discussion of our current procedure for electing presidents and the impact of partisanship on the existing environment. We will use… Read More »
Weekly Geopolitical Report – The Election of 1876: Part I (October 19, 2020)
by Bill O’Grady | PDF Earlier this year, in the spring, we issued a five-part series on the election. At the time, we considered adding a section about a disputed outcome but decided that the odds of such a result were too low to consider. Since issuing that report, the likelihood of an uncertain and… Read More »
Weekly Geopolitical Report – Back to the Future? Prospects for a New Cold War Against China (October 12, 2020)
by Patrick Fearon-Hernandez, CFA | PDF This edition of our Weekly Geopolitical Report explores the prospects of a new Cold War between the United States and China. Based on the author’s personal experiences at the end of the U.S.-Soviet Cold War, this report explores the various costs that would likely arise from a new Cold… Read More »