Section
Russia
53 posts
China's Exposure To The Persian Gulf
Deeper partnerships create deeper fault lines.
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
Are Sanctions Working?
by Vaibhav Tandon, Senior Economist, Northern Trust Sanctions have not been as powerful as expected. In many sports,…
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
The Growing List—and Politicization—of BRICS and Friends
by Quincy Krosby, PhD, Chief Global Strategist, LPL Financial The BRIC acronym, without the “S,” was introduced in…
Marko Papic: War and Peace, Crime and Punishment, and... The Idiot
by Marko Papic, Chief Strategist, Clocktower Group Copyright © Clocktower Group
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…