This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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23 Feb 22
Putin's Primer
#Politics#Russia#Ukraine#Putin#Strategy Archive#Europe#Commodities#Bonds#Equity markets#NATO#Denuclearization#Territory#Sphere of Influence#Media#Hedging
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
14 Feb 22
More Agro
#Sanctions#Russia#Ukraine#Strategy Archive#Climate Change#Commodities#Agriculture#Wheat#Food Prices#Trade.#Grains#US Department of Agriculture#Crop Harvests#Grain Stocks
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
14 Feb 22
Notes To Myself
#Politics#Monetary Policy#Russia#Ukraine#Strategy Archive#Economy#COVID-19#Inflation#Commodities#Governance#Tightening#Pandemics#Global Policy#Pharmaceuticals#Energy Exports
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
02 Feb 22
Russia As A Supply Side Shock
#Energy#Food#China#Russia#Ukraine#Strategy Archive#Metals#Supply Chain#Military Intervention#Europe (EU)
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
09 Jan 22
Russia - Putin's Modest Proposal
#US#Security#Energy#Gas#Politics#Russia#Ukraine#Markets#Putin#Biden#Strategy Archive#Europe#Commodities#USD#NATO#War#Coal
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
15 Aug 21
Afghanistan Matters
#China#Russia#Strategy Archive#Equities#USD#Credibility#Biden administration#Investments#Treasuries#Norway#Krona#Afghanistan
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
21 Apr 21
Four Quartets No. 2 — East Coker Copy
#Asia#China#Russia#Ukraine#Taiwan#Strategy Archive#Xi Jinping#Economic Consequences#Diplomacy#Military Strategy#Global Financial Flows
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
21 Apr 21
Four Quartets No. 2 — East Coker
#Asia#China#Russia#Ukraine#Taiwan#Strategy Archive#United States#Xi Jinping#Economic Consequences#Diplomacy#Military Strategy#Global Financial Flows
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
20 Apr 21
Four Quartets No. 1 — Burnt Ukraine Copy
#Sanctions#Russia#Ukraine#Strategy Archive#Economy#Europe#United States#Vladimir Putin#Regime Type#Military Build-up
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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