We’re heading down under today. The Australians are one of the few countries that will stay under the United States’ wing as the Order collapses, but they have a few things to figure out first.

The Aussies have grown awfully close economically to the Chinese over the past few decades, so they’ll need to find some different customers. I’m sure the U.S. will make the list. Australia will also have to find a way to rapidly move up the value-add chain in terms of processing capabilities and capacity.

The US has been bopping around the Middle East for quite a while now, but why were they there? The US didn’t need the oil, but their friends did…so the US stuck around to keep the allies in the game. But with the US now a net oil exporter, American interest in the region writ large has dwindled. Additionally, the US isn’t looking to help China – the region’s primary export customer – grow, so most of what is keeping the US engaged are just those legacy anti-terror fights.

The new Argentine president, Javier Milei,  is getting right down to business. It’s only his first week on the job, and he’s already cut government ministries in half, dismissed public officials, halted public works, and devalued the currency by 50%.

On paper, the goal of all this is to add some stability to the Argentine economy and eventually dollarize it. This won’t be an easy process, but it’s an opportunity to overcome the economic struggles linked to Peronism and begin to recognize Argentina’s full potential.

From 30,000 feet, the pace of the Ukraine War appears to be slowing and even reaching a stalemate; however, when we zoom in on places like the Dnieper River and Mariupol, we can see the new tactics and strategies being implemented on both sides.

The Ukrainians are beginning to use smaller waves of units to push across the Dnieper and hold ground along the riverbank. If this continues and they can successfully move south, there’s a chance that they can cut off supply routes and stir up some problems for the Russians.