Geopolitical Dispatch

Geopolitical Dispatch

All tip, no iceberg

Greenland, the US, the EU, Ukraine, Russia, and Australia.

Michael Feller's avatar
Michael Feller
Jan 22, 2026
∙ Paid
The Sinking of the Titanic, Willy Stöwer, 1912, engraving, Die Gartenlaube, Leipzig.

Hello,

Here are the five things you need to know today:

  • GREENLAND. Trump’s hubris crashes into familiar obstacles.

  • UNITED STATES. The White House regains lost ground on Epstein.

  • EUROPE. The narcissism of agrarian politics strikes again.

  • UKRAINE. RUSSIA. Negotiations reach the “land deals” phase.

  • AUSTRALIA. The Liberal-National coalition splits, again.

Geopolitical Dispatch is a daily strategic briefing for business leaders and investors, based on the US Presidential Daily Brief. Covering five top global developments at 5 am Eastern Time, Geopolitical Dispatch gives you visibility of events in context.

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GREENLAND. Melting moment

Trump's hubris crashes into familiar obstacles.

Donald Trump reversed a threat to tariff countries opposing his takeover of Greenland, after meeting NATO's Mark Rutte. In a speech to the World Economic Forum, Trump continued to press his claims and called for "immediate negotiations".

INTELLIGENCE. A negative bond market reaction and reported pushback from the military allegedly caused Trump to lower the temperature. Yet his speech was filled with grievance and demands for “that piece of ice”, as well as thinly-veiled threats to Canada and other ingrates. As it stands, Greenland’s sovereignty is still unresolved. The damage to NATO is far from undone. Obstacles may have slowed Trump’s path, but he’s unlikely to drop his claims.

FOR BUSINESS. Rutte used his skill from Dutch coalition politics to buy time, but the question of Greenland continues to diminish trust, and security, on both sides of the Atlantic. Markets rebounded after Trump backed off from tariffs and military action, heralding a “long-term” framework deal that “everyone’s happy with”, but little has fundamentally changed. With seemingly little diplomatic cost, one NATO member continues to question the inviolability of another.

New subscribers are eligible for a 50% introductory rate for the first year. You can decide over time whether receiving all five daily briefs, five days a week, earns a permanent place in your routine.

UNITED STATES. File extinguisher

The White House regains lost ground on Epstein.

The House Oversight Committee voted to hold the Clintons in contempt over refusal to comply with a Jeffrey Epstein subpoena. A federal judge ruled against a bid to appoint an independent monitor to oversee the Epstein files release.

INTELLIGENCE. By keeping Congress focused on Bill and Hillary Clinton, and by

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