Joe Pepitone
This blog focuses on geopolitics, financial markets and sports. Insights and Perspective. Information is commodity. Perspective is not. Not Investment Advice
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 4 months ago | Last Issue | 7 days ago |
| Active | |||||
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joepepitone3.substack.comLatest Issues
SPIES LIKE US: COULD ELIMINATING USAID SAVE MILLIONS OF LIVES?
Let me start by saying I like both Elon Musk and Ro Khanna. Khanna, citing a Lancet study, went after DOGE and Musk’s campaign last year targeting “waste, fraud and abuse.” The study said millions will die because USAID and its humanitarian...
ITS NOT MAMDANI. DON’T CONFUSE SYMPTOM WITH CAUSE
Back in the spring, we made the case that the AIPAC story was bigger than most geopolitical observers realized. The argument ran roughly as follows: for all the talk of an unshakeable alliance, pro-Israel Democrats had been quietly losing p...
THE RAINS OF CASTAMERE: THE RADICAL LONG-TERM IMPLICATIONS OF THE IRAN WAR
“It is our true policy to steer clear of permanent alliance with any portion of the foreign world. "
George Washington - Farewell Address, 1796
Across the commentariat, the war in Iran is being written up as an American defeat. We think t...
IRANISTAN TURNS INTO IRANBALLS THE SEQUEL
If we weren’t dealing with the serious business of war, death and destruction there would be something comedic about the President of the United States telling the Financial Times “I call the shots. I call all the shots. He doesn’t call the...
THE PRESIDENT HAS HIS “I’M IN CHARGE HERE” MOMENT
In a Financial Times phone interview, President Trump said Prime Minister Netanyahu “won’t have any choice” but to accept any deal the U.S. negotiates with Iran: “I call the shots. I call all the shots. He doesn’t call the shots.” The call...
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Joe Pepitone is a pseudonym. Briefings on Geopolitics, great power competition, and the market consequences investors will miss. Thinking about the future in ways both fantastic and frightening.
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