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.…
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
CS Zoltan Pozsar: War and Industrial Policy
by Zoltan Pozsar, Credit Suisse Copyright © Credit Suisse
The Decline of Vladimir Putin
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives PHOTOS OF VLADIMIR PUTIN with a blanket covering…
Gold or Rubles? A Pickle Worth Exploring
by Michael Lebowitz, 720 Global Financial sanctions weighing on Russia are sending up red flags around the globe.…
Consequences for India from the Russia-Ukraine War
by Vaibhav Tandon, Northern Trust India's economic links with Russia leave it in a delicate position. Most Asian…
What About the Russian Generals?
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives SEVERAL READERS RAISED AN INTRIGUING issue yesterday, after…
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…
Molotov Stock Market Cocktail
by William Smead, Smead Capital Management Dear fellow investors, In our recent media engagements, we have been asked…
War in Ukraine: Recession in Europe?
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. The past isn’t…
Is There a Way Out?
by Hubert Marleau, Market Economist, Palos Management Volatility in the financial and commodity markets has bewildered investors all…
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…
Change Squared
by John Mauldin, Mauldin Economics Inflation Complications Neon Signs Plumbing Problems The New World Disorder The US Economy…
Cycle uncertainty: How is the Russian invasion impacting the economic cycle?
by Andrew Pease, Russell Investments Key takeaways The Russian invasion of Ukraine on Feb. 24 has created significant…
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…
