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.
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 […]
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 […]
From the “Truth Zone”: A collective blind spot
This is an update of a section from Sunday’s Blind Spot Newsletter.
Newsletter: The Brzezinski perspective
This is a repost of Sunday’s Blind Spot Newsletter.
WW3 Watch: Buy the MIC stonk rally?
Covid gave us the Stay at Home stonk trade. This peaked at the height of the Omicron panic in November (when yours truly was making predictions about a February gas squeeze), it then powerfully collapsed in January of 2021. Almost like, err, capital knew it would have to go on the hunt for a new […]
WW3 Watch: The petroleum factor
Inquiring minds want to know: what’s up with the collapsing price of Urals crude and can it ever find its way to market? Here’s a short summary from someone in the know (with my emphasis): Russia supplies crude/products via pipelines direct to customers and via the sea. Under sanctions, movements likely go the way of […]
WW3 Watch: ESG fallout
Haven’t verified this, but someone told me this is the single biggest down move in the EUA futures market ever: What does it mean? Probably that our priorities are shifting. Rapidly. National security-backed fiat money will be taking over from moral money in the near future (and hopefully we won’t be looking to 16-year old […]
YDANGH* Watch: Russian exploding ETF AUM edition
*YDANGH = Your Dengi Are No Good Here. (In case you were wondering) Hat tip to Blonde Money’s Helen Thomas for flagging the below from Bloomberg: That ETFs bearing Russian equity or bond exposure are having an issue is no secret. Even FTAV is on it 😜. The key bit to highlight, however, is the “create-to-lend” […]
WW3 Watch: Counter cyber activity and DSMA
Few media practitioners seem to have spotted that in November 2021, the Defence and Security Media Advisory (DSMA) Committee, which was previously known as the Defence Advisory Notice system until 2017, updated some of its standing notices, mostly with fresh references to cyber activities. The DSMA system is based on a voluntary code and consists […]