GeoMacro | Tactical Risks & Opportunities
Near-term geopolitical analysis, focused on the 0-3 month horizon. Publication frequency shaped by urgent global events.
The US removal of Venezuela's Maduro does not presage an invasion of Greenland. But it does justify a lingering risk of conflict with Iran.
In trying to dispel client concerns that the US would get involved in another “forever war” akin to Iraq, we posited in a recent missive that President Trump’s designs on Venezuela were similar to the 1983 invasion of Grenada. A way to flex American muscle while, at the same time, reducing US global commitments.