A Moscow “Public Servant” Gets His Due, Sort Of
“Today, we are faced with a Cold War on steroids. The ‘outer limits’ of a burgeoning conflict are no longer clearly defined.”
After a Financial Nuclear Option, Russia May Have to Resort to a “Matty”
“We never thought it a particularly realistic choice given the need for unanimous support among our principal allies and trading partners, along with the inevitable ‘blowback’ impact on Western interests and prices…until this weekend.”
The “Sharp End”: My Recruitment into a DC Hornet’s Nest and Those Who Led It
“But rest assured, I will describe what some would call ‘dirty laundry.’ And I will be naming names.”
More on Crisis Investing: Setting the Parameters
“OK, with the world awaiting a Russian invasion of (or, in the best of possible worlds, something more akin to an ‘incursion’ into) Ukraine, the notion of how a crisis can impact the stock market appears most timely.”
Money Laundering in Moscow
“The Russian bank accounts were in all probability a device to move the coins along with the proceeds from their sales. They were, in other words, parts of an elaborate money laundering operation.”
A Transitioning Cold War and the Crisis Response to Investing
“An early warning system has emerged that allows me to direct attention toward how the current crises impact your ability to profit from the global sector response.”
Tracking Radiation in Tomsk
“The poor perpetually pale, impish looking, and spectacled scientist was thrust into a situation I would not want to wish on my worst enemy. “
IMO 2020 Collides with the Fuel Sector and ESG Initiatives
“Sometimes, a significant change in one sector has a massive effect on others.”
Estimating Military Strength in Russia
“The most disturbing element of all emerged over the past few days with the amassing of blood and plasma with the 130,000 or so soldiers on the border. So much for calling the assembly merely a military training exercise.”
What Crypto Has in Common with the Subprime Credit Crash
“That was my read a bit more than six months ago. Unfortunately, the situation is worse today.”