Investment Conclusion. Since “Incidentally” was published ( Incidentally 11252024) explaining how things were going to get rough for Russia because of new sanctions on Russia’s financial system and the dark fleet, things have indeed started getting rough for Russia. T... Read More
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04 Oct 24
Middle East: The Inevitable War That'll Matter to Markets
A war on Iran's nuclear assets is inevitable within a year. That is the geopolitical event that will produce a market meltdown because any attack on nuclear weapons facilities raises the risk of the terminal value of your assets being zero, Read More
02 Oct 24
Middle East- The Mullah’s Mad Gamble
I got the Iranian attack on Israel wrong. All now depends on Israel's targeting of its escalatory response. If Israel uses its intelligence to decapitate the Iranian regime (and the IRGC), as it did with Hezbollah, then the economic spillover effects (e.g. energy)) will be limit... Read More
10 Aug 24
Ukraine- Kursk Offensive
#Security#Greyzone Warfare#Cold War#Sanctions#Energy#Industrial Raw Materials#Politics#Geopolitics#Russia#Ukraine#Water
Kursk offensive has potential to be a turning point in this war if Ukraine achieves strategic objectives. If so market effects would be significant. Read More
18 May 23
Learning To Live In The Gray Zone Copy
#Trade#Cold War#Politics#China#Russia#Strategy Archive#Economy#Inflation#United States#Global Governance
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
18 May 23
Learning To Live In The Gray Zone
#Trade#Cold War#Politics#China#Russia#Strategy Archive#Economy#Inflation#United States#Global Governance
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 Jan 23
Step On The Gas
#Cold War#Energy#Oil#China#Geopolitics#Strategy Archive#Leverage#Demand#Cash Flow#Fossil Fuels#Valuation
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
08 Jun 22
The Broken Plate
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 Mar 22
New World (Dis)Order
#Cold War#Politics#China#Russia#Strategy Archive#Economy#Growth#Inflation#Productivity#Globalization#Ideology
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 Sep 21
China - A Testing Moment
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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