Browsing Category
Russia
46 posts
Niels Clemens Jensen: One Year On
by Niels Clemens Jensen, CIO, Absolute Return Partners We forgot that war is history’s favourite driver of inflation.…
March 1, 2023
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
September 6, 2022
CS Zoltan Pozsar: War and Industrial Policy
by Zoltan Pozsar, Credit Suisse Copyright © Credit Suisse
August 27, 2022
The Decline of Vladimir Putin
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives PHOTOS OF VLADIMIR PUTIN with a blanket covering…
May 10, 2022
What About the Russian Generals?
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives SEVERAL READERS RAISED AN INTRIGUING issue yesterday, after…
March 23, 2022
Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse
Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and…
March 21, 2022
War in Ukraine: Recession in Europe?
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. The past isn’t…
March 15, 2022
What About China? Plus, a Russian Default Looms
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives XI JINPING MAY HAVE TO WAIT: China’s designs…
March 11, 2022
Change Squared
by John Mauldin, Mauldin Economics Inflation Complications Neon Signs Plumbing Problems The New World Disorder The US Economy…
March 8, 2022
The Biggest Surprise of the War — Russia’s Inept Military
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives AS THE WAR BEGAN, we had no doubt…
March 8, 2022