Odd bins: Jackson Hole, Russia & Shipping Investment Conclusion : Jackson Hole is a pivot in the Fed’s reaction function which now under-emphasises tariff effects on inflation and over-emphasises the weakening labor market. So more cuts than I thought (3 at le... Read More
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25 Aug 25
Odd bins: Jackson Hole, Russia & Shipping
#US Fed#Jackson Hole#US Federal Reserve#US-China Trade War#US-China Trade Relations#Shipping#Putin Strategy#Vladimir Putin#President Putin#Central Banks (US Federal Reserve)#US Federal Reserve Independence.#Geopolitical Disruption#Container Shipping#The Putin Trump Summit.#Jackon Hole Monetary Policy Pivot#Trump’s Crusade Against the US Fed#Trump & Putin
21 Jul 25
Shifting Sands
#Putin#Japanese Elections#Trump Policy#Japanese Yen#Currency ( Yen )#Yen Shorts#Putin Strategy#Vladimir Putin#President Putin#Yen (JGBs)#Japan (JGBs)#JGB (Japanese Government Bond)#Bonds (JGBs)#Boj what to expect#BoJ#Trump Tariffs.#US Tariffs#President Trump#Japan Senate Election Results#Trump Emotional Tariffs#Trump Economic Tariffs
Shifting Sands Investment Conclusion The result of the Japanese election heralds a period of weak government at a critical time. That undermines the safe haven status of the Yen. The Yen long position in the Wealth Preservation Portfolio is being sold. A short... Read More
23 Apr 25
Update to The Truce Proposal Report (Tuesday, April 22, 2025)
#Putin#Putin Strategy#Vladimir Putin#President Putin#Truce Propsal & Negotiations#Russia’s Illegal War in Ukraine
The Truce Proposal Update. British newspaper (FT) article claims Putin ready to agree a ceasefire based on actual front lines and abandon precondition that the unoccupied remainder of the so-called (Witkoff) five Ukrainian provinces be handed over to Russia in advance o... Read More
21 Feb 25
Geo-economics: The 13 Prophesies of the Apocalypse
#Trump#Ukraine#NATO#Putin Strategy#EU NATO#Vladimir Putin#President Putin#Zelensky##Liberal World Order#EU Defence Spending & Strategy
Here are 13 things that may happen as the Liberal World Order is replaced by the Unmentionable......... and how to protect yourself from the fallout! Read More
24 Dec 22
Zelensky Visit To Washington - Poor Outcome
#US#Russia#Ukraine#Strategy Archive#War#Vladimir Putin#Washington#Zelensky#S-300#S-400#Patriot#Missile System#Air Defence#Systems#on Security
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
03 Oct 22
Russia - Putin - The Rant And Reasons
#Politics#Russia#Ukraine#Strategy Archive#Europe#Government#NATO#War#International Relations#Military#Vladimir Putin
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
20 Apr 21
Four Quartets No. 1 — Burnt Ukraine Copy
#Sanctions#Russia#Ukraine#Strategy Archive#Economy#Europe#United States#Vladimir Putin#Regime Type#Military Build-up
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
20 Apr 21
Four Quartets No. 1 — Burnt Ukraine
#Sanctions#Russia#Ukraine#Strategy Archive#Economy#Europe#United States#Vladimir Putin#Regime Type#Military Build-up
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
23 May 08
Russia The Coming Power Battle
#Energy#Politics#Leadership#Russia#Strategy Archive#Investment#Inflation#Government policy#Diversification#Vladimir Putin#Dmitry Medvedev
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
20 Mar 08
Russia A Two Headed Eagle
#Politics#Leadership#Russia#Strategy Archive#Vladimir Putin#Government Transition#Kremlin#Power Struggle#Dimitry Medvedev
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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