Episode 89
Kamala Chameleon, Biden’s Building Binge, Another BRIC in the Wall
As Ukraine punches into Kursk, and the world asks whether this is this more Kaiserschlacht, or more Ardennes Offensive, cooler heads are focused on the bigger picture.
Word is Kamala Harris is going to sack Jake Sullivan. Given that Trump would have sacked him anyway, we’re now into a world where the pro-Ukraine top team is, fait accompli, gone. Which means the US pivot to Asia is increasingly nailed on.
Meanwhile, two years after Joe Biden’s signature Inflation Reduction Act, it turns out the thick end of four trillion dollars buys you a huge boom in the construction of factories – but not much by way of a green economy. As new research shows many of the pop-up LLCs the IRA spawned are popping into Chapter 12, we’re sifting through the debris, looking for recycling.
Finally, Azerbaijan is the latest BRIC in the BRICS. After their short and decisive war with Armenia, this rising former western ally is now binding itself to Russia. In the global carve-up bigger picture, should we really keep on getting Armenia in the divorce?
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Be excellent to each other, and -
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