So the EU, already in the middle of the worst energy crisis since the Arab oil crisis and likely worse, is now pushing to eliminate imports of Russian coal. Just so you understand the importance of Russian coal to Europe… Some 70% of Europe’s thermal coal comes from Russia. Coal accounts
On the topic of the “world splitting”… you know my thinking. Collectively trying to get a dozen friends together to agree on what movie to watch can be challenging. Trying to get the entire world to follow Klaus Schwab’s twisted agenda was always going to be difficult. Certainly it seems
In a stunning move, the Sleepy Joe administration woke up, stumbled out of bed, and in what is unfortunately now characteristic they promptly froze the central bank’s assets of one of the world’s foremost military and nuclear-armed powers. This is how it was described in the WSJ article: Many economists
Can you do this: removing Russia’s central bank and a number of other commercial banks from the SWIFT payment messaging system. That’s what just happened. This is the weaponisation of money on this scale we’ve never seen before. Why do I say this? Because the second-order effects are that the
We’ve got our fair share of risk at the moment. More than our fair share, really. In private conversations with Glenorchy Capital clients, one topic that often comes up is how to manage currency and banking risks. Say, for example, you’re banking in Germany, and you’re worried about the euro
I don’t know if you saw it but the Ruskies fell out of bed with the head choppers Saudis last week. As my friend, Mike Alkin, recently mentioned on this chat (join if you dare). Interesting times, indeed. Here’s Occidental, a pretty good barometer for the US shale industry. Still,
It was 1998 and the Ruskies were having a bad time…. Not a “bad hair day, dog shat on the carpet sort of bad time. No! A really f’ing bad time. For the previous decade they’d been running a fixed exchange rate that was tenuous at best. Though they where
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