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The World Isn't Ending
Geopolitics, translated for investors
The headlines say the world is going to hell in a handbasket. The reality is that it’s just being rearranged —and that there is opportunity amid the chaos. Join Jacob Shapiro every Thursday as he translates complex global power shifts into actionable intelligence for your portfolio.
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Latest Articles
June 18, 2026
5:21 PM: The Order That Disabled Anthropic’s AI Models
On Friday afternoon, the US government did something extraordinary: It issued an export control directive to suspend all access to Anthropic’s advanced Claude AI models, Fable 5 and Mythos 5, by any foreign national. This includes Anthropic’s foreign national employees.
June 4, 2026
The Global Economy’s Competing Narratives
In the movie Margin Call, Jeremy Irons plays an investment bank CEO on the eve of the 2008 financial crisis who insists his only job is to figure out where the market is headed next. When he resolves to dump the firm’s mortgage-backed securities, he bangs the table and yells, “This is it! I’m telling you, THIS IS IT!”
April 30, 2026
Hormuz: The $200 Crude Question
The World Isn’t Ending opens mid-conflict, as the US-Israel “military operation” against Iran drags on despite Trump’s repeated promises that it will end “very soon.”
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Jacob Shapiro
Editor, The World Isn’t Ending
Jacob Shapiro is an independent geopolitical analyst who helps investors and executive teams understand how a multipolar world is reshaping markets and strategy. He provides bespoke research, private briefings, and keynote presentations for clients ranging from investment firms to corporate leadership teams.