Winners, Losers and Links

Winners Commodity Nations – All commodities jumping is a boon to commodity powerhouse nations. China – China can sit back and observe this Ukraine crisis as a guide for dealing with Taiwan. MIC – Supplying weapons will be the Western support procedure, so expect orders to skyrocket. Raytheon should make out well. Losers Americans –…

About Those Sanctions

In the first week of hostilities in Ukraine, the West quickly announced sanctions on Russia. Beyond the anticipated sanctions, big hitters like cutting off SWIFT access, freezing and seizing oligarch assets and going after central bank reserves were trotted out. Russia has the GDP the size of Italy, but this is a large market of…

Weeks & Decades

Russia decided enough was enough and kicked off direct involvement in eastern Ukrainian hostilities. The fog of war has been thick, aggravated by a digital fog of war. The world sits watching with several days elapsed and the International Community is gearing up aid and involvement. To borrow from Lenin, this has been a week…