From the Chessboard: The Midterms Won't Change the Trajectory. Something Else Will.
Election week dominates the headlines, but the board looks different from above.
In this week's News Above the Chessboard, Dick Allgire and Michael step back from the midterm horse race to examine the forces that outlast any single result: a sovereign debt trajectory that has already set the country's direction, and a little-discussed initiative called Pax Silica that is quietly redrawing South America's role in energy, rare earths, and artificial intelligence infrastructure.
The session traces how great-power competition is shifting south, why a single hydroelectric dam most Americans have never heard of sits near the center of the AI buildout, and why the era of loosely reported crypto holdings is ending on a fixed timetable rather than gradually.
Members get the full briefing: the strategic read on what midterms can and cannot change, the countries and projects to watch, and the account-readiness steps the team is taking now rather than later.
This session was recorded on November 9, 2026.
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