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 | 40 | Founded | 7 months ago | Last Issue | 5 days ago |
| Active | |||||
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joepepitone3.substack.comLatest Issues
THE YEMEN CAULDRON
Riyadh’s main airport has been attacked four times in five days. Pakistani, Turkish and American assistance now prop up the Kingdom’s defenses. But the Saudi population looks on as its rulers plead with outsiders for help in protecting them...
LEVIATHAN: HOBBES, YEMEN AND THE DESTRUCTION OF THE MODERN MIDDLE EAST
THE REAL OBLIGATION TO PROTECT
In his seminal work, Leviathan, Thomas Hobbes didn’t mince words:
“The obligation of subjects to the sovereign is understood to last as long, and no longer, than the power lasteth by which he is able to prot...
CONFEDERACY OF DUNCES: BETANCOURT AND THE DEATH OF PACIFIC RUBIALES
DON’T CALL MY NAME, ALEJANDRO....
Here is a set of questions that no oil executive team ever wants to be asked:
Q: Why do your wells decline so fast?
Q: What does production look like asset by asset if you stop spending money?
Q: What s...
MARK WALTER, THE DODGERS, AND THE VOODOO ECONOMICS OF JAM TOMORROW
DEFERRALS. IS THAT ONE OR TWO F's?
Every deferral works the same way. In the world of sports, a team promises jam tomorrow instead of today. My understanding of how the rules work now (I retired in 1973 and am currently deceased) is that M...
THE PRESTIGE - THE MARK WALTER AFFAIR CONCLUSION - PART III
THE SURPRI(Z)E: 2026
A whistleblower complaint about revenue accounting at Guggenheim Private Investments reportedly set the current investigation in motion. In February of this year, the U.S. Attorney’s office for the Southern District of...
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The writers behind this newsletter.
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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