Dr.’s Substack
Dr.Richard Harris- First FlashMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 36 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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richardharrishk.substack.comLatest Issues
UAE to leave OPEC in low to oil cartel
(Financial Times)
This is the first OPEXIT.
Possibly one of several as the world of oil changes but Saudi will still be a major swing producer, even as the U.S. supply becomes more influential in the sector.
The world of oil is changin...
Asia’s Busiest Earnings Week May Offer Early Taste of War Impact
The Iran War hasn’t yet shown up in economic data so announcements this week may give us a guide as to how markets might be affected. Asia is the home of larger markets and is hardest hit, so it is a leading indicator. The impact will not b...
Trump says he’s closing the Strait of Hormuz.
The rest of us thought that this was a no-brainer from day one. The lack of a strategy on the Straits exposes the power of groupthink in the American hierarchy - as the rest of us spotted the problem before the “incursion” started. (It may...
Trump Agrees to Two-Week Cease-Fire With Iran if Hormuz Re-Opened
My previous estimate yesterday of a 30% chance that Trump would TACO on Iran was wrong. It should have been more like 70% - but in fact, it was almost certain. At least he pulled back from executing a war crime; many despots would not.
He...
Trump issues expletive-laden threat to Iran over Hormuz Strait blockage
There’s no need for me to restate Trump’s unshackled Truth Social post beginning, “Tuesday will be Power Plant Day…” You can read it for yourself.
Key consequences:
- if you have to insult people and swear, to make a point you are not...
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Financial Economist, Geopolitical and geoeconomic commentator, Investment / hedge fund manager (40 yrs), Chartered Engineer, veteran Financial Expert Witness, Fellow of the Academy of Experts. First Flash => first narrative on the news... here: now.
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