TEQUILA DAY STRATEGIC BRIEFING
It’s National Tequila Day, and you asked for a briefing anyway. So here is the entire board in three minutes.
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Colombia’s Constitutional Crisis: Why Petro Won’t Hand Over Power
Colombia is headed for a constitutional crisis. Outgoing left-wing president Gustavo Petro won’t accept the Trump-backed right-winger who beat his candidate…
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Huge Indian Organized Crime Bust—and Cognitive Bias
There’s a named cognitive bias quietly running your threat analysis — the representativeness heuristic.
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Trump vs. Iran: Negotiating With the Black Knight (“It’s Just a Flesh Wound”)
Trump is negotiating with the Black Knight from Monty Python — Tehran keeps losing limbs and keeps calling it a flesh wound. Here’s the board.
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Tehran Wasn’t the Target. Moscow Was.
Iran signed a deal this week that amounts to capitulation — but Tehran was never the real target. Moscow is.
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The Facts Are Clear: The New Iran Deal Is a Vast Improvement
One was negotiated under sanctions. The other was signed after a war. That difference changes everything
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Iran Folded — Now Its Spies Have to Get a Real Job
A state’s covert operations are a luxury good. They run on two things: surplus money to pay for them, and deniability to survive them.
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Iran Folded. Moscow and Beijing Did Nothing
Iran has agreed to a deal that reopens the Strait of Hormuz, lifts the U.S. naval blockade, releases roughly $25 billion in frozen Iranian assets, and waives…
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The Greenland Game: Why a Superpower Is Fighting Over a Town the Size of Burlington
Greenland has about 56,000 people — Burlington and South Burlington, Vermont combined — sitting on top of some of the largest rare earth deposits on Earth:…
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DOJ: China Locked In a Shipping Cartel. The Timing Is Sus.
On January 22, 2026, the U.S. Department of Justice unsealed a superseding indictment in the Northern District of California against six Chinese companies —…
