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21 Nov 25

Ukraine: US 28 Point Plan backing Russian Demands is a Yalta moment for Europe

Ukraine: US 28 Point Plan backing Russian Demands: a Yalta moment for Europe. *Ukraine- US backs Russian demands.* Below is the full 28 point US plan drawn up without consultation with any allies. It is tantamount to a full capitulation of Ukraine and satisfacti... Read More

10 Nov 25

Odd bins

Odd bins The short term critical market issue is the US Supreme Court - not the end of the Shutdown. We look at potential outcomes. and their market consequences. There are a lot of investment themes here that are matched with idea of how to match them with your money... Read More

16 Sep 25

Can Russia Sustain a 2nd Europe Front?

Can Russia Sustain a 2nd Europe Front? Introduction The report “Russia – This is not Roulette (Sept 9)” got lots of follow up questions. The trust of the ensuing discussion is about the economic sustainability of war for the Kremlin. This is what I write about below.... Read More

14 Sep 25

Russia – This is not Roulette

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

10 Sep 25

Russia escalates.

War Escalation in Europe. The multiple Russian drones intrusion into Polish airspace and the kinetic military action to shoot them down is serious escalation. This is coming on top of increasing tension in the Baltic and subversion on land in Sweden and the Baltic states as w... Read More

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