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Michael Every

This week · 35 items
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Voice · person

This week · spoke in 35 items · 8 topics

Oct 8 → Oct 15, 05:30 ET · Last update Oct 7, 12:37 ET (for the window to Oct 7, 05:30)

Earlier: September 2026 · August 2026 · June 2026

Sceptical

Michael Every focused on intensifying geopolitical conflict, especially the risks of escalation involving Iran, the Houthis, the Red Sea, Russia-Ukraine and wider Europe 71114242932. He argued that US-China rivalry now structures wars, finance, technology, supply chains and maritime power, while middle powers risk being caught between them 19. He also discussed economic statecraft, energy security and bond-market stress, challenging analyses that equate low Chinese yields with hegemonic power 6263237.

From the window to Oct 7, 05:30 ET — this window's take is still to be written.

On the record

last 90 days · 27 positions
oil +1.3 · 3diesel -0.3 · 3U.S. 0.0 · 2Ukraine -1.0 · 2Saudi Arabia -1.5 · 2European Union +2.0 · 1AI +2.0 · 1stablecoins +1.0 · 1

Latest positions

  • MEMichael EveryStrongly bullish on oil Expects energy prices, at least for physical oil, to stay higher for longer as the regional escalation continues. “Higher for longer is the risk for energy prices, at least for physical” Open the post The Houthis threatened to hit Saudi oil after th… · 13 Oct
  • MEMichael EveryVery high risk on Saudi Arabia Sees the risk to Saudi Arabia as large and growing, with the conflict potentially damaging it far more than others. “this could go on for weeks. It could damage Saudi far, far more.” Open the post The Houthis threatened to hit Saudi oil after th… · 13 Oct
  • MEMichael EveryStrongly for on European Union The EU must mirror US-style protectionism to counter Chinese neomercantilism, since free trade cannot work against a neomercantilist. Open the post Guess what? There isn’t a way for the EU to co… · 11 Oct
  • MEMichael EveryWorsening on Europe Expects Europe to keep absorbing China's diverted export surplus because it did not follow the US lead. “as Europe is now experiencing by not following the U.S. lead in the first place” Open the post Guess what? There isn’t a way for the EU to co… · 11 Oct
  • MEMichael EverySharply worsening on Canada Canada's strategy of distancing itself from the US carries staggeringly bad downside risks and little upside. “this has staggeringly bad fat tail risks on the downside. And where's the upside?” ▶ 14:30 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
  • MEMichael EveryRisk rising sharply on Taiwan Xi Jinping is deadly serious about moving on Taiwan next year, with worst-case US-China shooting war. “that xi jinping is deadly serious about past statements he's made and that he would consider moving on taiwan next year” ▶ 23:45 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
  • MEMichael EveryAgainst on diesel A 90-day US diesel export ban would create chaos and blowback, and energy-sector experts should oppose it. “you would be opposed to that measure as a headline act” ▶ 8:26 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
  • MEMichael EveryWorsening on Ukraine Russia is hitting Ukraine hard with improved drones and Ukraine cannot match the response. “russia is really really hitting ukraine hard and it's not seeing a response that ukraine can match at the moment” ▶ 19:39 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
  • MEMichael EveryWorsening on U.S. The US has far fewer resources than it thinks and has slipped badly relative to China. “the US already had far fewer resources than it liked to think it did. It didn't realize how out of shape it was” ▶ 30:16 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
  • MEMichael EveryBullish on oil Oil shipped through Hormuz is more expensive from a security-cost perspective. “which just means that oil is that much more expensive from a security perspective” ▶ 4:30 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
  • MEMichael EveryRisk rising on diesel A genuine, really serious global diesel crisis is possible if the geopolitics and policy responses go wrong. “you can make a realistic prognosis that a genuine, really serious diesel crisis is possible” ▶ 15:43 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept
  • MEMichael EveryWorsening on Middle East The Middle East is far closer to another escalation than to peace, and the region is likely to stay destabilized. “We're far closer to an escalation.” ▶ 17:00 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept

Their output

35 this week
Wed 7Sun 11 · 9Thu 15

Stories it travels in

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The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

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