WW3 Watch: Are we facing mutual assured economic destruction?
I asked Kurt Volker, a former US ambassador to NATO and former US special representative for Ukraine, whether the West can handle the risk that sanctions blowback is worse for us than it is for Russia.
WW3 Watch: The commodity fallout the market is yet to pick up on
Two days before Putin’s invasion of Ukraine, on February 22, I took part in a conversation with Stefano Marani, the CEO of Renergen, a compressed natgas, helium and LNG producer. Here’s what he told me:
In the Blind Spot today (Helium, FATF, ESG)
Finance, markets, business etc: Jeff Snider debates Joseph Wang regarding whether the Fed really controls the dollar. The Canadian dollar is decoupling from oil. Getting to grips with the lesser known commodity shortage emerging out of the War: the market for neon and helium. [This is a big deal because of how it impacts semi-conductor […]
