Whispers from Implausibility. If you believe in an effective peace deal, then forget oil! The real plate-shift will be China and the EU. If peace breaks out Russia can offer China little – economically speaking. The US won’t. And the EU must. Europe an... 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
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
22 Apr 25
The Truce Proposal
The Truce Proposal Investment Conclusion The joint US, EU & Ukrainian Ceasefire Proposal – outlined below - to be finalised in London this week, will be rejected by Moscow. This inevitably leads to escalation. Scenarios: President Trump withdraws from Europe ... Read More
03 Mar 25
The War of the End of the (NATO) World.
#Ukraine#US Administration#NATO#Trump Administration#Ukraine Invasion#Euro Summit#Ukraine War#Zelensky#Defense Spending#Trans-Atlatntic Relations#President Zelensky#Vance#Thugs
This report charts the effects of the breakdown of the Trans-Atlantic Alliance on geo-economics and what to do about in portfolios. The Wealth Preservation Portfolio is at the end. 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
18 Feb 25
Divorce a l'Americain
#EU#Trump#Russia#Ukraine#Putin#Xi#Trump Policy#Grayzone Warfare#NATO#Trump Administration#Ukraine War#Europeans#President Putin#Liberal World Order#Lavrov#Ushakov#President Xi
Divorce a l'Americain The Liberal World Order and NATO are dead ducks. That opens the way for the Trump 2 Administration to hit Europe with very high (remedial/reciprocal) tariffs in April. Trump has no need for Europeans to help him with Ukraine. The EM... Read More
13 Feb 25
Ukraine: Worse than Minsk
#Russia#Ukraine#EU Commission#Trump Policy#Trump Administration#Donald Trump#EU (European Union)#Ukraine War#Russia's Economy#Global Alliances#Currency (US Dollar)#Russian Influence#Deglobalisation#Deglobalization#Alliance of Autocracies#Alliance of Democracies#Trump Tariffs.
The liberal world order, if not dead, is very ill in bed. What replaces it will not be orderly or come cheap. States, previously part a network of alliances, will go it alone to ensure their own defense and strategic interests. There will be a massive increase in defence... Read More
19 Jan 25
The Countdown Days of Trump II
What does the Gaza ceasefire accord mean? The answer is a lot. It defines the Trump II administration’s foreign policy – peace through strength with decisive personalised interventions. It makes it clear that there’ll be no immediate Israeli attack on Iran sanctioned by the US. ... Read More
08 Jan 25
Astern!
#US#EU#Greyzone Warfare#Protectionism#Sanctions#Energy#China#Trump#Central Banks#Geopolitics#Volatility#Russia#Ukraine#Yen#US Fed#Middle East#Israel#Iran#ECB#Markets#IDF#Putin#Moscow#Macro Uncertainty#Market Volatility#China Stimulus#US Labor Market#Escalation#Trump Policy#Syria#French Sovereign Debt#Korea#Hamas#FOMC#US Federal Reserve#US$#Taiwan#S.Korea#Undersea Cable#Undersea Cables#Martial Law#Yoon Suk Yeol#Grayzone Warfare
We're in for a bear market in most asset classes during 2025. This piece integrates the macro and micro reasons for that conviction. The core conviction is that macro-risk is out of synch with market volatility. This will be resolved by market volatility rising as macro ... Read More
28 Nov 24
Russia Rough Update
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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