Call This Storm Leviathan—It’s Big; It’s Bad; It’s Caused by Policy Last week HAI likened the current market and economic dynamics to a developing [...]
[AP] Ukraine fights to hold off Russian advances in south, east [Reuters] Ukraine says Russia pounding Donbas, failing to take targets [Yahoo/Bloomberg] [...]
The Shanghai Composite sank 5.1% Monday, fell another 1.4% Tuesday, rallied 2.5% Wednesday, increased 0.6% Thursday, and then rose 2.4% Friday – with the [...]
[Yahoo/Bloomberg] Germany Won’t Block a Russian Oil Embargo, Habeck Says [Reuters] Russian submarine strikes Ukraine with cruise missiles, defence ministry [...]
This week we discuss how the dollar is performing versus other currencies amid record inflation that continues to grow. What are gold & silver’s next [...]
[Reuters] Russia steps up assault on east Ukraine, Putin threatens countries that intervene [Yahoo/Bloomberg] Ukraine Latest: EU Says Ruble Accounts for Gas [...]
The five causes of prolonged warfare The pathways to avoiding prolonged warfare Realizing the economics of the War decision can lead to peaceful compromise Why [...]
[Yahoo/Bloomberg] Ukraine Latest: EU Warns Ruble Payments for Gas Breach Sanctions [Yahoo/Bloomberg] Russia to Cut Gas to Poland, Bulgaria Until Pay Demands [...]
[AP] Russia pounds eastern Ukraine as West promises Kyiv new arms [Reuters] Moscow cites risk of nuclear war as U.S., allies pledge heavier arms for Ukraine [...]
[MSN/WP] U.S. wants Russian military ‘weakened’ from Ukraine invasion, Austin says [AP] Russia hits rail, fuel facilities in attacks deep in Ukraine [...]
[Yahoo/Bloomberg] Ukraine Latest: Fresh Calls for Mariupol Ceasefire, Evacuations [AP] Ukraine leader pushes for more arms; US officials to visit [MSN/NYT] As [...]
The Markets Open One Eye to Danger Last week’s HAI pointed out that a storm is brewing. We are facing a complicated set of interrelated problems. Some of [...]
[Yahoo/Bloomberg] Ukraine Latest: Russian Strikes on Mariupol; Easter Curfews Set [Yahoo/Bloomberg] Zelenskiy Warns on Russian Ambitions After General’s [...]
It was an important week – perhaps critical. There was additional support for my macro thesis. The bottom line: increasingly unstable global markets today [...]
[Reuters] Russian general says Moscow aims to capture southern Ukraine [Yahoo/Bloomberg] Ukraine Latest: Mariupol Messaging; Russia Wants South Ukraine [...]
