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Posts by Michael Keen

Crisis or Structural Break  Mispricing Maritime Risk
Crisis or Structural Break Mispricing Maritime Risk YouTube video by Michael Keen

An examination of a fundamental question shaping today's geopolitical and economic environment. #DecisionIntelligence #IranWar #StraitofHormuz #DabelMandeb #DoubleChokepointCrisis youtu.be/lsYLGIOo3v4

6 days ago 0 0 0 0
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Flash Brief Islamabad Talks Collapse Twenty-one hours of negotiation. No deal. A unilateral Hormuz blockade declared within hours. The question is no longer whether diplomacy succeeds. It is how this war ends, and through what pathway.

The Islamabad talks did not fail on political grounds. They failed on structure.

No technical path, no trust architecture, no landing zone.

Now, pressure shifts from diplomacy to force in Hormuz.

www.snapstrat.com/blog/flash-b...

#Geopolitics #DecisionIntelligence

1 week ago 1 0 0 0
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Spending a Sunday AM with my reading stack… #geopolitics #decisionintelligence #News #Analysis #Geoeconomics

1 week ago 1 0 0 0
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Trade friction is no longer episodic. It is persistent and layered. That changes everything about how you plan capital, supply chains, and market entry. #RiskManagement #Geoeconomics buff.ly/TCNuY41

2 weeks ago 0 0 0 0
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Most firms track events. Strong firms track signals. Small policy changes compound into structural disadvantage long before financial impact shows up. #DecisionMaking #Geopolitics buff.ly/TCNuY41

2 weeks ago 0 0 0 0
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Reframing Trade Barriers As Decision Signals Trade barriers are no longer a customs problem. They are instruments of state power. This model converts barrier narratives into scored signals, hard thresholds, and forced leadership actions inside a

The real shift is not tariffs. It is policy discretion. Licensing, FX controls, and procurement bias now determine who wins in a market. Markets are becoming conditional rather than open. #GlobalTrade #Strategy

2 weeks ago 0 0 0 0

#Geoeconomics #DecisionIntelligence

2 weeks ago 0 0 0 0
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Reframing Trade Barriers As Decision Signals Trade barriers are no longer a customs problem. They are instruments of state power. This model converts barrier narratives into scored signals, hard thresholds, and forced leadership actions inside a

Trade barriers no longer sit at the border. They shape pricing, data flow, capital access, and competition inside your operating model. If you still treat this as a compliance matter, you are already behind. buff.ly/TCNuY41 #DecisionIntelligence #Geopolitics

2 weeks ago 0 0 1 0
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You’re directionally right. The miss is timing.

Exponential risk shows up before disruption. Insurance pulls back, premiums spike, routes shift. Operators act on that signal, not headlines.

That’s why shelves tighten early. Watch pricing and routing, not incidents.

3 weeks ago 0 0 0 0
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Flashpoint Analysis Red Sea Levant March 28, 2026 FLASHPOINT ANALYSIS Red Sea / Bab el-Mandeb and Israel-Iran / Levant Update: 28 March 2026

My Flashpoint Analysis: www.snapstrat.com/blog/flashpo...

3 weeks ago 0 0 0 0

Power without trust drives hedging.

Hedging drives fragmentation.

Fragmentation reduces long-term influence.

This is the cycle now taking shape.

The implications will compound.

#InternationalRelations #Leadership

3 weeks ago 0 0 0 0

When partners like Singapore start signaling independence in decision-making, pay attention. This is not rhetoric.

This is structural repositioning in real time.

Alignment is now conditional, not assumed.

#Strategy #Geoeconomics

3 weeks ago 1 0 0 0
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Flashpoint Analysis Red Sea Levant March 28, 2026 FLASHPOINT ANALYSIS Red Sea / Bab el-Mandeb and Israel-Iran / Levant Update: 28 March 2026

My Flashpoint Analysis: www.snapstrat.com/blog/flashpo...

3 weeks ago 0 0 0 0
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Flashpoint Analysis Red Sea Levant March 28, 2026 FLASHPOINT ANALYSIS Red Sea / Bab el-Mandeb and Israel-Iran / Levant Update: 28 March 2026

Hormuz under pressure forces traffic toward the Red Sea.

Now the Red Sea is under pressure too.

This is a dual choke point system.

That is where real disruption begins.

www.snapstrat.com/blog/flashpo...

#Energy #Geoeconomics

3 weeks ago 0 0 0 0
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Flashpoint Analysis Red Sea Levant March 28, 2026 FLASHPOINT ANALYSIS Red Sea / Bab el-Mandeb and Israel-Iran / Levant Update: 28 March 2026

The Red Sea was structurally impaired.
Now it is re-entering active escalation.

That combination drives compounding risk, not linear risk.

#SupplyChain #Geopolitics

www.snapstrat.com/blog/flashpo...

3 weeks ago 4 1 3 0
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Flashpoint Analysis Red Sea Levant March 28, 2026 FLASHPOINT ANALYSIS Red Sea / Bab el-Mandeb and Israel-Iran / Levant Update: 28 March 2026

The Bab el-Mandeb is not just a transit point.

It is now a leverage point.

Whoever shapes access there influences global energy flows.

www.snapstrat.com/blog/flashpo...

#Strategy #EnergySecurity

3 weeks ago 1 0 2 0
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Flashpoint Analysis Red Sea Levant March 28, 2026 FLASHPOINT ANALYSIS Red Sea / Bab el-Mandeb and Israel-Iran / Levant Update: 28 March 2026

The escalation of the Middle East conflict needs to be paid attention to. My Flashpoint Update: www.snapstrat.com/blog/flashpo... #geopolitics #decisionintelligence #IranWar #Escalation #Houthis #RedSea

3 weeks ago 0 0 0 0
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If you read the ATA alone, you get direction.
If you pair it with real-time indicators, you get timing.
That is the difference between awareness and action. buff.ly/putclgQ
#DecisionIntelligence #Leadership

4 weeks ago 0 0 0 0
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What the ATA omits matters as much as what it includes.
Deletion is not resolution.
It is a political filtration. buff.ly/putclgQ
#Intelligence #RiskManagement

4 weeks ago 0 0 0 0
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North Korea’s crypto theft is not cybercrime.
It is WMD financing.
Different label. Same system. buff.ly/putclgQ
#Cyber #Nonproliferation

4 weeks ago 0 0 0 0
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AI is no longer a future risk.
It is now embedded in cyber operations.
That collapses the timeline between innovation and attack. buff.ly/putclgQ
#AI #Cybersecurity

4 weeks ago 0 0 0 0
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The ATA says missile threats to the homeland could grow 5x by 2035.
That is not a headline.
That is a planning baseline. buff.ly/putclgQ
#Defense #NationalSecurity

4 weeks ago 0 0 0 0
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Russia’s escalation risk moved from accidental to deliberate.
That is not semantics.
That is a shift in how conflict is modeled. buff.ly/putclgQ
#Russia #NATO

4 weeks ago 0 0 0 0
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China did not get safer.
The language around Taiwan got softer.
That is a policy signal, not a capability signal. buff.ly/putclgQ
#IndoPacific #Security

4 weeks ago 0 0 0 0
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The biggest signal in the 2026 ATA is structural.
It removed country chapters and moved to domains.
That reduces accountability and increases narrative flexibility. buff.ly/putclgQ
#Geoeconomics #Policy

4 weeks ago 0 0 0 0
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Most analysts read the ATA at face value.
Serious operators read structure, language drift, and omission.
That is where policy direction shows up first. buff.ly/putclgQ
#Strategy #DecisionMaking

4 weeks ago 0 0 0 0
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The Map Without a Clock The ATA tells you which way the ship is heading. It does not tell you how fast or when it arrives. That timing gap is the design requirement for any serious decision system. The baseline says what the

The 2026 Annual Threat Assessment is not a forecast.
It is a constrained signal of what the system is willing to say in public.
The real insight sits in what changed, what stayed, and what disappeared. buff.ly/putclgQ
#Geopolitics #Risk

4 weeks ago 0 0 0 0

Pay very close attention to this folks!! I wrote about how Trump will use this as another grifting scheme. www.linkedin.com/pulse/americ... #Oil #IranWar #JonesAct

1 month ago 0 0 0 0
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Most firms plan for single-point failure.

This scenario creates a multi-system failure.

That gap is where real risk sits.

Few are prepared.

Read the full analysis: buff.ly/VCgQSsP

#Geopolitics #Leadership #IranWar

1 month ago 1 0 0 0
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This conflict introduces a different type of risk.

Not an isolated disruption.

Layered disruption across systems.

That is what breaks resilience models.

Full breakdown: buff.ly/VCgQSsP

#RiskManagement #Macro #IranWar

1 month ago 0 0 0 0