Rane, Soufan and Zeihan Analysis Plus News Articles
It appears that the exchange of Hamas hostages for Palestinian prisoners and the cease-fire in Gaza is holding a day at a time with significant world pressure on Israel, including from the US, to extend the peace. Our colleague Dan Mulvenna and I were just discussing yesterday the widespread political demonstrations against the War in Israel on college campuses and elsewhere and that it was very like the anti-Vietnam War movement's demonstrations and riots of the late 1960s and 70s. And today (Wed. Nov. 29, 2023) this article in the WSJ hit the streets: "Gaza Protests at Colleges Open a Generational Divide." For those of you who remember the anti-Vietnam War demonstations, I thought you might find its contents of interest.
I have also included an article on the attempted murder of a Sikh separatist leader in NY from the AP. This is a similar case to one that occurred in Canada in September which put significant strains on relations between those two countries and will, no doubt, affect future US-India affairs.
Gaza Protests at Colleges Open a Generational Divide
Indian Official Plotted to Assassinate Sikh Separatist Leader in New York, Us Prosecutors Say
What Is Russia's Role in the Mideast Crisis?
How Much Longer Will Israel and Hamas Keep Extending Their Truce?
What To Watch For at the COP28 Climate Summit
Exclusive: Maps Show U.S. Counterterrorism Efforts Across Globe, Spanning 78 Countries
From Peter Zeihan
For those looking for some longer format content, here's a recent interview from the NAIOP Podcast: Inside CRE.
My Latest Interview on the NAIOP Podcast: Inside CRE
I chatted with Christopher Ware about current U.S. demographic shifts, how the labor force is changing, and why now is the best time for businesses to hire and borrow. I also dive into China’s precipitous population decline, how the cost of manufactured goods will increase, and why we need to double the size of the industrial plant in North America.
I encourage you to tune in if you want a well-rounded, long-form discussion.