Less Noise, More Signal

The End of the One-World System Has Started | Michael Every

Mar 26, 2026
Michael Every, Rabobank global strategist known for contrarian takes on finance and geopolitics. He discusses the collapse of the liberal world order. He explores US-Iran tensions, risks of military escalation and proxy dynamics. He covers US-China strategic competition, control of critical minerals, and fractured energy markets.
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INSIGHT

Trump's Economic Statecraft Strategy

  • Donald Trump is implementing economic statecraft: a whole-of-government effort to redirect GDP toward strategic goals.
  • Actions include leveraging commodities, geopolitics (Venezuela, Greenland) and coercive trade measures to rebuild US strategic posture.
INSIGHT

Drones Enable Cheap Regime Targeting

  • The Iran conflict shows new low-cost warfare: drones and targeted "rolling decapitation" change force projection.
  • Israel plus local intel could permanently remove regime figures using cheap drone strikes rather than costly air campaigns.
INSIGHT

Iran Operation Is Part Of A China Containment Plan

  • The US campaign versus Iran aims to shape China's strategic options by seizing leverage in commodities and regional influence.
  • Controlling energy, ports and suppliers would let the US pressure China while rebuilding domestic industry.
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