Time Past & Time Future. What this piece discusses: Why markets are where they are - across all categories? Six drivers are isolated. Can what got us here take us further? What would have to happen for that be our fate? What do consensus forecast expect for 2025?... Read More
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10 Dec 25
Time Past & Time Future
#European Commission#Euro Area#Trump Tariffs and Treaty Destruction#Europe-Russia the coming conflict.#Trump Ukraine Rhetoric#Japan-Takaichii#Trump's 28 Point Peace Plan#Trump's Serial Betrayalls of Ukraine#Japan-The Sustainability of Sovereign Debt#The Six Macro Risk Factors for Markets#The Cost of Trump's Spheres of Influence#The Alliance of Dictators and Dictator Wannabes.
21 Nov 25
Ukraine: US 28 Point Plan backing Russian Demands is a Yalta moment for Europe
#Ukraine Invasion#Trump Russian Business Deal#Ukraine Ceasefire#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#Ukraine. President Zelensky#Russian escalation in Europe#Europe-Russia the coming conflict.#Trump Ukraine Rhetoric#Russian Central Bank Assets Expropriation#US 28 Point Plan..
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
09 Oct 25
RUSI : David Roche : The economic Sustainability of Russian Aggression.
#Russia’s Illegal War in Ukraine#Europe-Russia the coming conflict.#Russia economic sustainability of war(s)#Russian Intrusions
In the latest RUSI Commentary, David Roche analyses Russia's capacity for low-cost grey-zone warfare against Europe as well as sustaining its war of attrition in Ukraine. The conclusion is,that the primary constraint is the rising cost of recruiting soldiers and demography, not... Read More
16 Sep 25
Can Russia Sustain a 2nd Europe Front?
#Russia#Russian Energy Exports.#Defence#Russian Influence#EU Defence Spending & Strategy#Russia’s Illegal War in Ukraine#Russian escalation in Europe#Europe-Russia the coming conflict.#Russia economic sustainability of war(s)
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
#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
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