Category: Russia
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Kamakazi drones, dolphins, other Ukrainian Naval Assets
The implications of Ukraine’s alleged strike on the Kerch Strait Bridge using modified kamikaze drones, as well as Russia’s suspension of the grain deal and subsequent attacks on Ukrainian grain storage and export facilities are all explored in depth. Also, the rejection of the grain deal has significant economic, strategic, and diplomatic implications for world…
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Russian Wheat Scare
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Turkey up to its eyeballs
Over the past two years, there has been a significant shift in the power balance, causing Turkey to reassess its relationships. This has led to improvements in relations with countries like Israel and a reevaluation of its stance towards Russia. Negotiations on the transfer of military technology and equipment, such as F-16s and drones, have…
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6/20/23
https://media.licdn.com/dms/document/media/D4E10AQF0toTR_Tk9rA/ads-document-pdf-analyzed/0/1685027405027?e=1687798800&v=beta&t=xqj18k5NlsNOegEgJXFmm9uRJ1e1vac8jAPUp0YopdE Surprise Surprise…PIMCO likes bonds “moving away from a “TINA” world(where “there is no alternative” to equities) to one in whichbonds look cheap relative to equities. Now, bonds also appearattractive due to the current stage of the economic cycle… We maintain our underweight in equities and take a cautiousapproach, with a focus on low-leverage and…
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Dalio’s World
Ray Dalio and Thomas Friedman discuss China’s Confucianism way of thinking and how it affects China’s foreign policy. China views itself as a family and its country as an extended family. Confucianism is a top-down, hierarchical philosophy based on strict parenting. They focus on mutual respect between those who are more powerful and those who…
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Ukraine Strikes Back…