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 […]
Gosplan Watch: What comes after inflation?
Rome’s capitatio-iugatio was one of the world’s first gosplan systems and a precursor to the feudal serf structures that came to dominate in the medieval ages. Today both the Russian and Chinese technocratic system are channelling similar structures in their rollout of retail-linked CBDCs.
How commodity tri-party agreements might fail
EXCERPT: Commodity markets are being strained by unprecedented daily price moves on the back of the Russia/Ukraine crisis.
In the Blind Spot today (Commodity fallout, Gold reserves, Gosplan)
Commodity carnage: Listen to my Twitter Spaces with Frances Coppola and Chris Cook here. (We’ll be back tomor as well). China is buying up all the collapsing in value commodity assets. Zoltan Pozsar thinks we are about to have a Bretton Woods III. And the bitcoin crew are very excited. (The key bit from his […]
Is Putin’s end game the roll out of a domestic CBDC?
IK – I’ve received a guest submission from an informed source that I can vouch for (to some degree). The author wishes to remain anonymous but what I can tell you is that he runs a global technology company from the UK and has close family and assets in both Russia and in China. He […]
Gosplan Watch: Plumbing alert as commodity hedging unravels
The next liquidity crisis never comes from the same one the last one did.
WW3 Watch: Blind Spot OSINT (07/03/2022)
I’m afraid the Blind Spot Telegram OSINT chat has descended into anarchy. We will be migrating to a better organised alternative very shortly. In the interim, JC has waded into the chaos to bring you what signal is left. Big hat tip to you kind sir! The theatre of war: How realistic are Russian demands […]
From the “Truth Zone”: A collective blind spot
This is an update of a section from Sunday’s Blind Spot Newsletter.