President Trump's 28-Point Peace Plan. President Trump's 28-Point Peace Plan is the often repeated but now irrefutably defined proof that the US in on the same page as Putin about the causes and resolutions of Russia's war in Ukraine. But this time is different... Read More
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22 Nov 25
Ukraine: US 28 Point Plan is a Yalta moment for Europe.
#Russia#Ukraine#Russian Energy#Russian Debt#Ukraine Invasion#Ukraine War#Putin Strategy#Vladimir Putin#President Putin#Russian Influence#East Ukraine#Zelensky#Trump Russian Business Deal#President Zelensky#Ukraine Ceasefire#Ukraine Truce#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#Ukraine. President Zelensky#Trump & Putin#Russian escalation in Europe#Russia Foreign Exchange Assets#Trump Ukraine Rhetoric#Russian Assets#Trump's 28 Point Peace Plan
14 Sep 25
Russia – This is not Roulette
#Greyzone Warfare#Russia#EU Commission#Putin#NATO#War#European Politics#Ukraine War#Putin Strategy#EU NATO#Russia's Economy#Vladimir Putin#President Putin#European Leadership#EU Defence Spending & Strategy#Russia’s Illegal War in Ukraine#Russian escalation in Europe#NATO Art 4 & Art 5#US backing for NATO#Europe-Russia the coming conflict.
Russia – This is not Roulette. Investment Conclusion; This is not Russian Roulette. Every chamber in the gun is loaded. It is pointing right at the heart of Europe. The new “sheriff in town” is walking to other way down the dusty track away from the European village.... Read More
25 Aug 25
Odd bins: Jackson Hole, Russia & Shipping
#US Fed#Jackson Hole#US Federal Reserve#US-China Trade War#US-China Trade Relations#Shipping#Putin Strategy#Vladimir Putin#President Putin#Central Banks (US Federal Reserve)#US Federal Reserve Independence.#Geopolitical Disruption#Container Shipping#The Putin Trump Summit.#Jackon Hole Monetary Policy Pivot#Trump’s Crusade Against the US Fed#Trump & Putin
Odd bins: Jackson Hole, Russia & Shipping Investment Conclusion : Jackson Hole is a pivot in the Fed’s reaction function which now under-emphasises tariff effects on inflation and over-emphasises the weakening labor market. So more cuts than I thought (3 at le... Read More
21 Jul 25
Shifting Sands
#Putin#Japanese Elections#Trump Policy#Japanese Yen#Currency ( Yen )#Yen Shorts#Putin Strategy#Vladimir Putin#President Putin#Yen (JGBs)#Japan (JGBs)#JGB (Japanese Government Bond)#Bonds (JGBs)#Boj what to expect#BoJ#Trump Tariffs.#US Tariffs#President Trump#Japan Senate Election Results#Trump Emotional Tariffs#Trump Economic Tariffs
Shifting Sands Investment Conclusion The result of the Japanese election heralds a period of weak government at a critical time. That undermines the safe haven status of the Yen. The Yen long position in the Wealth Preservation Portfolio is being sold. A short... Read More
23 Apr 25
Update to The Truce Proposal Report (Tuesday, April 22, 2025)
#Putin#Putin Strategy#Vladimir Putin#President Putin#Truce Propsal & Negotiations#Russia’s Illegal War in Ukraine
The Truce Proposal Update. British newspaper (FT) article claims Putin ready to agree a ceasefire based on actual front lines and abandon precondition that the unoccupied remainder of the so-called (Witkoff) five Ukrainian provinces be handed over to Russia in advance o... Read More
21 Feb 25
Geo-economics: The 13 Prophesies of the Apocalypse
#Trump#Ukraine#NATO#Putin Strategy#EU NATO#Vladimir Putin#President Putin#Zelensky#Liberal World Order#EU Defence Spending & Strategy
Here are 13 things that may happen as the Liberal World Order is replaced by the Unmentionable......... and how to protect yourself from the fallout! Read More
24 Dec 22
Zelensky Visit To Washington - Poor Outcome
#US#Russia#Ukraine#Strategy Archive#War#Vladimir Putin#Washington#Zelensky#S-300#S-400#Patriot#Missile System#Air Defence#Systems#on Security
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
03 Oct 22
Russia - Putin - The Rant And Reasons
#Politics#Russia#Ukraine#Strategy Archive#Europe#Government#NATO#War#International Relations#Military#Vladimir Putin
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
20 Apr 21
Four Quartets No. 1 — Burnt Ukraine
#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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