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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
October 15, 2026
Singing the Songs of Low-Priced Bonds
Back from summer holiday, French high school students hit the streets instead of the classroom. Since mid-September, hundreds of thousands have protested against overcrowded classrooms, teacher shortages, and dilapidated schools.
October 8, 2026
Brazil’s Turn to the Right
Brazil held general elections over the weekend, and the results were surprising. Most polls predicted incumbent octogenarian Luiz Inácio Lula da Silva, aka “Lula,” would beat challenger Flávio Bolsonaro, son of former president Jair Bolsonaro, who is serving a 27-year prison sentence for an attempted coup in 2022.
September 10, 2026
The Return of Germany to History
When Germany changes, the world changes. Over the weekend, a German political party called Alternative für Deutschland (AfD) won a major victory in the state of Saxony-Anhalt. AfD won 43.8% of the vote, improving on its 2021 result by 23 percentage points. Three other parties, all various shades of far left, took 22.3% between them.
August 20, 2026
AI, Robots, and ROK
The United States will reportedly be telling other countries they must pick sides in the artificial intelligence race with China.
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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.