Christopher Smart @csmart
Managing Partner, Arbroath Group, the geopolitical strategy firm. CFA; Ph.D; Fmr US Treasury & White House. https://t.co/P3UCYNnrv9 arbroathgroup.com Boston, MA Joined December 2007-
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In 2001, the weaponization of airplanes suddenly dominated geopolitical risks. Threats of further attacks would raise the costs of delivering goods and services anywhere. We clearly didn’t have the imagination to believe that the U.S. government would eventually contain the terrorist threat to global commerce, but start taking commercial hostages itself.... See link in the comments #9/11 #Geopolitics #Investments
Christopher Smart retweeted
Teodoro is a class act. Takes formidable presence of mind and courage to react to a cheap stunt like this, maintain composure then throw it back on the 🇨🇳 delegation.
MAHIYA NAMAN KAYO | Secretary of National Defense Gilberto C. Teodoro, Jr. responded to a note from the Chinese side during the Seoul Defense Dialogue (SDD) 2026 in Seoul, Republic of Korea. #DNDPHL #DiKaPasisiil #SDD2026
Let’s stipulate that whatever deal was actually struck between Delcy Rodríguez and Donald Trump looks chillingly like an age-old exercise of neo-colonial resource extraction, implicitly backed by the United States military. But it creates facts on the ground that investors and creditors will have to accept and may actually speed a flow of money to Venezuelans. This may just be the East Wing Ballroom of oil deals! (Link in the comments.) #Venezuela #Trump #Geopolitics
Geopolitical change brings risks and opportunities. Nimble investors, executives and corporate boards can keep an eye out for both by identifying the global developments that will matter most to the bottom line. I offer my approach for corporate directors on how best to vet an income statement for #geopolitics in this essay for @NACD (National Association of Corporate Directors) members and Directorship Magazine. nacdonline.org/all-governance…
Christopher Smart retweeted
"Letting includes resident feline who must be fed on the hour, every hour"
Fake 10 Downing Street listing exposes 'unfit' Booking dot com, says consumer group bbc.in/4gFg0Un
Christopher Smart retweeted
The Tango World Championship crowns its winners in the Tango de Pista category. Lucas Gauto of Argentina and Naima Gerasopoulou of Greece were crowned winners, with Rodrigo Palacios and Indira Hiayes of Argentina coming in second
Christopher Smart retweeted
Wake me up when AI can write like John Steinbeck to Marilyn Monroe 😂
Christopher Smart retweeted
Scott Bessent’s comments about Canada today were arrogant, demeaning and contemptuous. The gratuitous mocking of one of America’s largest customers and closest allies was out of line. Serious disagreements deserve serious statesmanship — not cheap insults. cbc.ca/news/politics/…
Christopher Smart retweeted
You have to respect the Swiss… HT @RankingRoyals
For all our current dysfunction, not even #Canada would opt out of Team USA to join Team China. nytimes.com/2026/09/01/wor…
Listen, investors, and you shall hear Of the falling price of the 30-year, ‘Twas late in the summer of ’26 And all seemed entranced by its up-and-down ticks There was greed in the stocks, but bonds were all fear. A late-summer ballad on the rising anguish around lending to America. (Link in the comments)
A late-summer ballad on the rising anguish around lending to America: "Listen, investors, and you shall hear Of the falling price of the 30-year, ‘Twas late in the summer of ’26 And all seemed entranced by its up-and-down ticks There was greed in the stocks, but bonds were all fear...." #Geopolitics #Investing #Markets #Treasuries leadingthoughts.substack.com/p/ode-to-30-ye…
Christopher Smart retweeted
I am stunned by the amount of misinformation on the topic. So here is meteorologist @mikebettes explaining what happened during the Nepal glacial collapse. Listen to experts.
If you were casting for the movie, isn't this the look you'd be going for? #Venezuela #PDVSA #Trump ft.com/content/9dbf9c… via @FT
The most lesson from this terrible war: "Kyiv can rely on a secure hinterland beyond its borders—its European neighbors—for economic resilience and for military logistics. The Kremlin, whose refineries, ports and defense industries are also under attack by Ukrainian missiles and drones, has no such backup." wsj.com/world/europe/t… via @WSJ
Christopher Smart retweeted
Now THAT is an icon.
Hollow threats of an economic D-Day just add to this summer’s list of doubts about investing in Donald Trump’s America. Here's mine. What's on yours? #Geopolitics#Markets #Investing @ForeignPolicy foreignpolicy.com/2026/08/27/geo…
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