Where finance and media intersect with reality


In the Blind Spot (Thinking like Surkov — The double budget constraint — The end of collateral)


Dear Subscribers, As noted yesterday, this weekend's newsletter has been split in two to better cover breaking news elements this Sunday. One of those breaking news stories is what has been impolitely referred to all around the world as "What the f*** is going on in Russia?" A good place to start is this Washington […]

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