Article
"Bin There, Done That?" Not Quite
"Bin There, Done That?" Not Quite
By Elwin de Groot, head of macro strategy at Rabobank
Markets may be suffering from a growing sense of "bin there, done that" fatigue when it comes to geopolitical shocks, but central banks are in no position to throw recent developments into the bin just yet.
Take Hormuz. Both sides now claim to firmly control the Strait, President Trump appears to favour squeezing Iran economically (or, in Bessent’s words, “economic isolation like the world has never seen before”) rather than militarily (whilst Iran’s thinking may be...
aboutLiberty Portal
Liberty Portal is your gateway for free markets and free thinking. We aggregate open-sourced content to promote and popularize important people and lessons within the liberty movement.
suggested
Jun 16, 2026 / Dave DeCamp
Trump Suggests Syria Should ‘Take Care’ of Hezbollah in Lebanon
President Trump on Tuesday suggested that Syria, which is led by former al-Qaeda commander Ahmed al-Sharaa, should “take care” of Hezbollah in Lebanon rather than Israel. The president said he was “not happy” with Israel’s war in Lebanon, which has been supported by the US, due to the tactic of taking out entire apartment buildings, […]
Read more
May 14, 2026 / Tyler Durden
The UK's New Multinational Naval Initiative Aims To Contain Russia In The Arctic & Baltic
The UK's New Multinational Naval Initiative Aims To Contain Russia In The Arctic & Baltic
Authored by Andrew Korybko,
General Sir Gwyn Jenkins, head of the British Royal Navy, announced that his counterparts from the 10-nation Joint Expeditionary Taskforce comprised of the UK, Norway, Sweden, Denmark, Finland, Iceland, Estonia, Latvia, Lithuania and the Netherlands agreed to create “a family of allied fleets”. Officially known as the “Northern Navies Initiative” (NNI), it’s explicitly aimed at containing Russia in the Arctic and Baltic. This represents the evolution of the UK’s Arctic-Baltic policy that was elaborated...
Read more
May 31, 2026 / Tyler Durden
Oil's Peace Dividend Is Real, But Normalization Is Not A Light Switch
Oil's Peace Dividend Is Real, But Normalization Is Not A Light Switch
Authored by Stephen Innes via The Dark Side Of The Boom,
Markets can remove geopolitical risk premium far faster than physical energy systems can recover.
The real post-war story may be strategic reserve rebuilding rather than simply falling oil prices.
Canada's emerging Pacific LNG corridor highlights how Asia is increasingly seeking supply routes that bypass Hormuz altogether.
The shift from efficiency to resilience could become one of the most important structural drivers of oil and LNG demand over the coming decade.
The U.S.-Iran...
Read more




