Pax Vobiscum – The “Peace” Deal Investment Conclusion There is no peace dividend to be bought by investors except one based on the stupidity of traders! Use any momentary euphoria to build up more exposure to defence stocks: Europe and Korea are the prime focus. I wo... 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.
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
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
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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