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The South
Florida Conservative



STATE OF THE STRAITWeek Ending Monday, October 19, 2026
The Russian freight figures are especially instructive. Both Black Sea and Baltic routes to India have experienced substantial increases, indicating that global tanker scarcity is affecting routes beyond the immediate area of combat.
lhpgop
Oct 1918 min read


Pacific Strategic Intelligence Weekly. Week Ending Sunday, October 18, 2026
Reuters reported that U.S. and Myanmar representatives held a second round of discreet talks, this time in Tokyo, after a September meeting in Naypyitaw. Immediate subjects were reported to include release of an American businessman and closure of scam centers targeting Americans. Broader engagement could eventually include Myanmar’s rare-earth deposits.
lhpgop
Oct 1811 min read


Pacific Strategic Intelligence WeeklyWeek Ending Sunday, October 4, 2026 — Reporting cutoff: 8:30 p.m. Eastern daylight time
Alaska LNG is strategically attractive precisely because Asian energy security has become less separable from maritime-route security. It is not yet a bankable strategic victory. The next meaningful evidence will be binding offtake, committed capital and final investment decisions—not another expression of government interest.
lhpgop
Oct 410 min read


The Pentagon Must Be a Customer, Not a Captive
This is the central paradox of modern defense industrial policy: poor output can become an argument for giving the existing structure more money because the country cannot tolerate the consequences of its collapse.
lhpgop
Sep 1812 min read


The Trump Economic Doctrine Nobody Explained
The appropriate question is not whether every Trump economic policy is individually good or bad. It is whether these policies collectively produce the American industrial capacity, skilled workforce, higher productivity and greater economic independence they are intended to create.
lhpgop
Sep 1714 min read


When Risk Becomes Strategy: Why Insurers Treat the Black Sea and Hormuz Differently
Commercial systems react independently to risk. Those reactions can nevertheless reshape the battlespace in ways that subsequently influence military decisions.
lhpgop
Sep 1614 min read


STATE OF THE STRAITWeek Ending Monday, September 14, 2026 — 20:50 EDT
Saudi Arabia built the East-West Pipeline precisely so its crude would not be hostage to Hormuz. The attack on that pipeline, combined with Houthi advances toward Bab el-Mandeb, demonstrates the next stage of the contest: the battle is migrating from the chokepoint to the network designed to bypass the chokepoint.
lhpgop
Sep 1413 min read


PACIFICAWeekly Pacific Strategic & Commercial IntelligenceWeek Ending: Sunday, August 16, 2026 — 9:54 p.m. EDT
Strategically, however, Japan faces simultaneous pressure from several directions:
China to the southwest and west;North Korea to the west;Russia to the north.
This helps explain why Japan's defense, maritime, energy and resource policies are increasingly converging.
lhpgop
Aug 178 min read


BOLIVAR'S GHOST. A NO NONSENSE PLAN TO TRANSITION VENEZUELA
Amnesty, though controversial, may be the most viable path to break Venezuela’s stalemate without plunging the country into deeper conflict. This roadmap offers a strategic compromise that balances accountability, transition, and stability.
lhpgop
Apr 15, 20253 min read


BIDEN-ECONOMICS, HURTING THE POOR AND LOW INCOME AMERICANS
As we navigate the economic consequences of the Biden administration, it's critical to unpack the impact of what is now being referred to...

Chairman Bob Sutton and Celeste Ellich
Aug 2, 20232 min read


GUESS WHAT? THE FED ISN'T REALLY TIGHTENING!
The Fed continues to play games with the economy. Will they tighten up or continue to let things run?

Lenny Dendunnen
Jul 19, 20231 min read


UNDERSTANDING THE DEBT CEILING CRISIS AND OTHER ISSUES. FROM A FINANCE PRO'S PERSPECTIVE!
A young persons guide to debt, the debt ceiling and more

Lenny Dendunnen
May 28, 20231 min read


FROM BANKRUPTCY TO SOLVENCY. THE TRICK OF CREDIT SUISSE
Credit Suisse goes from insolvency to superman with an influx of Saudi cash and a "restructuring" that is probably just repackaging of the s

SF Conservative
Jan 3, 20231 min read
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