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Columns

Energy Still Turns the Wheels of Geopolitics

Angie G50

Moisés Naím / New York Times

The world is about to discover that the substantial and totally unexpected drop in the price of crude oil may be as disruptive as the shock of oil price hikes in 1974.

Recent news out of Russia, Venezuela and Cuba illustrate how the consequences are beginning to become apparent.

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The World in 2015

Angie G50

Moisés Naím, Thomas Carothers, Marwan Muasher, Lina Khatib, James M. Acton, Jan Techau, Eugene Rumer, Douglas H. Paal, Paul Haenle & Uri Dadush / Carnegie Endowment for International Peace

It was quite a year. The Year in Crisis, 2014, will be remembered for the upheaval that captivated the globe. And it won’t get any easier—the Ukraine conflict, rise of the Islamic State, and the Ebola epidemic aren’t over yet, and new concerns could be lurking just over the horizon.

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ISIS, Ebola, and Putin: Old News?

Angie G50

Moisés Naím The Atlantic

The Ebola epidemic, ISIS’s ascent, and Vladimir Putin’s belligerence may be three of the most disruptive developments of 2014, but in 2015 they could all lose their potency. It’s hard to imagine such an outcome at the moment, of course, but then again most big news stories are devilishly difficult to predict.

It is always tempting to assume that conditions tomorrow will resemble those prevailing today. Weathermen call this the “rule of persistence.” Obviously, it’s not always accurate—seasons and geography, not to mention climate change, make a difference. And the rule is similarly faulty in the realm of international affairs.

As 2013 drew to a close, did anyone think that ISIS would suddenly become a formidable military force capable of invading Iraq? Or that Vladimir Putin would invade Crimea and destabilize Ukraine, prompting the West to impose tough economic sanctions on Russia? Who anticipated that the Ebola outbreak in West Africa would unleash a global panic or that oil prices would be in free fall? Nobody. Not governments, their militaries, or their intelligence services. Not international organizations like the World Bank or the IMF, or any large private banks or multinational companies. Not academics, editorialists, or futurists. Nobody.

In the coming year, Ebola will continue to claim lives, as some countries manage to contain its spread and others suffer fresh outbreaks. This dynamic is evident already; while the rate of new Ebola infections has dropped in Liberia, cases are up in Sierra Leone. But fortunately, the worst predictions about the crisis have not come true. Just a couple months back, the World Health Organization warned that there could be 10,000 new Ebola cases a week by December, and the Centers for Disease Control and Prevention estimated a worst-case scenario of 1.4 million cases and hundreds of thousands of casualties by January 2015. In reality, the death toll is approaching 7,000 and the total number of cases is roughly 16,000. In October, the World Bank predicted that Ebola could cost sub-Saharan Africa $32 billion by the end of 2015, but a more recent analysis reduced that estimate to $3 to $4 billion.

ISIS too is receding. Its military operations will continue and at times succeed in the territory it has amassed in Syria and Iraq, and individuals and cells directed or inspired by ISIS will still attack targets in other countries. But the Islamic State’s financing, leadership, mobility, and weapons are already contracting. According to West Point’s Combating Terrorism Center, ISIS derived much of its initial power from the unpreparedness of its enemies. But the group now faces a hitherto unimaginable alliance of more than 60 nations from Europe, the Middle East, and Asia. While most of these nations are playing no direct combat role, they do create a web of constraints that makes it harder for ISIS to retain its military capabilities. Indeed, since the international campaign against the Islamic State began, the organization has not made any real gains. “ISIS can only expand in areas where it can enter into partnerships with the local population, and that largely limits the scope of the expansion of ISIS to Sunni, disenfranchised areas,” my colleague Lina Khatib, told The New York Times.

In 2015, Vladimir Putin’s weaknesses will probably be more destabilizing than his strengths. Like ISIS, Putin has stimulated previously unthinkable alliances of Western nations bent on curbing his geopolitical misdeeds. The decisions of the Russian president have isolated his country and gravely damaged its already frail economy, which is reeling from a drop in oil prices, massive capital flight, and severe economic sanctions. The danger, of course, is that Putin could choose to pick fights abroad as a distraction from Russia’s domestic woes.

These are, at least, the trend lines of these stories heading into 2015. But it is useful to remember—ahead of what will surely be a torrent of year-end predictions—that what will transform the world in the coming year is ultimately unknowable. All one can do is look for clues to the surprises in store—whether they come in the form of a cyberattack, a climate disaster, instability in oil-exporting countries struggling with falling crude prices, or none of the above. After all, by December 2013, the seeds of 2014’s biggest stories were already planted: the newly named Islamic State of Iraq and Syria was challenging the Nusra Front for territory in Syria, Ebola had broken out in Guinea, and major protests were building in Kiev.

We will all be wiser if we pay heed to the rule of impersistence in geopolitics—and accept that in 2015, as in 2014, and most years before that, the events that disrupt the world will take everyone by surprise.

Good Mexico vs. Bad Mexico

Angie G50

Moisés Naím / The Atlantic

A young Mexican president assumes office and surprises the world, not least his own nation. He proposes unprecedented reforms that don’t just clash with the entrenched ideologies of his party, the ever-mighty PRI (Institutional Revolutionary Party), but also with some of the country’s most powerful interests: hitherto untouchable economic titans, union bosses, and local chieftains. International observers laud the potential of the reforms to make Mexico less corrupt, and more prosperous and just. But at home, the reforms are met with distrust and seen by many as just another ploy that will benefit the greedy elites who build fortunes on the backs of the poor. Analysts and academics take to opinion pages and talk shows to predict that the reforms will have devastating social effects. Leftists and nationalists alike equate the reforms with submission to yanqui imperialism. Businessmen, too, oppose the reforms, which will increase competition and thus threaten their firms’ market dominance. The reforms may promise hypothetical benefits in the long term, but in the short term they pose tangible costs to these disparate and politically influential groups.

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What American Voters Have in Common With the Vietnamese

Angie G50

Moisés Naím / The Atlantic

American voters are furious with their government and their politicians. That is the central message of the recent midterm elections. In explaining the electoral results, many analysts have stressed the anxiety about the future that led voters to reject their current leaders, especially the president, whose popularity has sunk. This summer, when pessimism was peaking, more than three-quarters of American adults felt their children would be worse off than they are.

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The World Is Full of Grain

Angie G50

Moisés Naím / The Atlantic

Apple sold over 10 million iPhone 6s in a single weekend—a record. Google is under pressure from European authorities on two fronts: concerns over anti-competitive practices and privacy violations, following an EU court ruling recognizing citizens’ “right to be forgotten” by the web. Amazon is embroiled in a commercial dispute with Hachette and retaliated by discriminating against writers working with the publisher. In reaction, many prominent authors have signed an open letter denouncing Amazon’s behavior.

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Beware the Salesmen of Simple Solutions on Iraq

Angie G50

Moisés Naím / The Atlantic

“Congressional leaders left the White House on Wednesday ‘deeply frustrated’ that President Obama had not found a swift resolution to the conflict between Sunnis and Shiites that began in the seventh century A.D…. ‘All we ask of this President is that he do one thing: settle a religious conflict that has been going on for a millennium and a half,’ [Senator] McConnell said. ‘What did he offer today? Nothing.’ Speaker of the House John Boehner … [added], ‘This struggle between Sunnis and Shiites has been going on for almost fifteen hundred years … [which] means President Obama has had ample time to fix it.”

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The Rise of Militarized NGOs

Angie G50

Moisés Naím / The Atlantic

Who invaded Crimea? Civil society. Who has occupied government offices and police headquarters in eastern Ukraine, bringing massive instability to that region? Civil society. Who is fighting the governments of Bashar al-Assad in Syria and Nouri al-Malaki in Iraq? Civil society. And who are the colectivos confronting Venezuelan students who protest against the government? Civil-society activists, of course.

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The Problem With Piketty’s Inequality Formula

Angie G50

Moisés Naím / The Atlantic

Who is to blame for the dramatic rise in inequality in recent years? The bankers, many people say. According to this view, the financial sector is guilty of triggering the global economic crisis that began in 2008 and still affects millions of middle-class families in Europe and the United States, who've seen their purchasing power diminish and job prospects wither. The outrage is amplified by the fact that not only have the bankers and financial speculators escaped punishment for their blunders, but many are now even richer than they were before the crash. Others blame growing inequality on wages in countries like China and India, where low salaries depress incomes of workers in the rest of the world. Asia’s cheap labor compounds the problem because it creates unemployment in countries where companies close factories and “export” jobs to cheaper markets overseas. Still others see technology as the culprit. Robots, computers, the Internet, and greater use of machines in factories, they say, are replacing workers and thus boosting inequality.

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Thomas Piketty and the End of Our Peaceful Coexistence With Inequality

Angie G50

Moisés Naím / The Atlantic

Two years ago, I wrote, “Inequality will be the central theme of 2012. It has always existed and is not going away, but this year it will top the global agenda of voters, protesters and politicians…. In 2012, peaceful coexistence with inequality will end and demands and promises to fight it will become fiercer and more widespread than they have been since the end of the Cold War.”

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Postcards From Venezuela

Angie G50

Moisés Naím / The Atlantic

First postcard: “On March 5, when the restaurant where he worked on the outskirts of Caracas closed due to nearby protests, Moisés Guánchez, 19, left to go home. But he found himself trapped in an enclosed parking lot near the restaurant with around 40 other people, as members of the National Guard fired teargas canisters and rubber bullets in their direction. When Guánchez attempted to flee the lot, a guardsman blocked his way and shot toward his head with rubber bullets. The shot hit Guánchez’s arm, which he had raised to protect his face, and he was knocked to the ground. Though Guánchez offered no resistance, two guardsmen picked him up and took turns punching him, until a third approached and shot him point blank with rubber bullets in his groin. He would need three blood transfusions and operations on his arm, leg, and one of his testicles.”

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Can the United States Play a Role in Venezuela?

Angie G50

Moisés Naím / Testimony: Senate Foreign Relations Committee

Venezuela’s lack of democracy and economic failure can only be solved by Venezuelans. But in testimony before the Senate Foreign Relations Committee, Moisés Naím says Washington can take steps to highlight the grave situation in the country, expand targeted sanctions, and be a powerful supporter of human rights.

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BRICs

Angie G50

Moisés Naím / The Washington Post

People blame Goldman Sachs for many things. I blame the investment bank mainly for popularizing the acronym BRIC — Brazil, Russia, India and China — in a 2001 report by economist Jim O’Neill arguing that long-term growth in these emerging markets would surpass that of the world’s richer nations.

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America’s Coming Manufacturing Revolution

Angie G50

Moisés Naím / The Atlantic

Hardly a day goes by without an article predicting, lamenting, or celebrating America's decline. The turmoil in Crimea and Syria, the polarized and frequently gridlocked U.S. political system, the deepening income and wealth inequalities in the United States, and the growing clout of rivals like China and Russia are all offered as proof of waning American power.

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Cuba fed a president’s fears and took over Venezuela

Angie G50

Moisés Naím / Financial Times

The enormous influence that Cuba has gained in Venezuela is one of the most underreported geopolitical developments of recent times. It is also one of the most improbable. Venezuela is nine times bigger than Cuba, three times more populous, and its economy four times larger. The country boasts the world’s largest oil reserves. Yet critical functions of the Venezuelan state are either overseen or directly controlled by Cuban officials.

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Why Street Protests Don’t Work

Angie G50

Moisés Naím / The Atlantic

Street protests are in. From Bangkok to Caracas, and Madrid to Moscow, these days not a week goes by without news that a massive crowd has amassed in the streets of another of the world’s big cities. The reasons for the protests vary (bad and too-costly public transport or education, the plan to raze a park, police abuse, etc.). Often, the grievance quickly expands to include a repudiation of the government, or its head, or more general denunciations of corruption and economic inequality.

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