Isn’t it weird how all of a sudden hell breaks loose on the inflationary front. Inflation in Germany is more or less the highest in at least a couple of generations. Ah, blame it on the Russians. While inflation may be at the highest in a few generations, bond yields
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
German retailer Aldi Nord to raise prices by 20-50% on Monday German retailer Aldi Nord will raise its prices by an average of 20-50% due to an increase in production costs, local media reported on Sunday. From Monday onwards, meat, sausage products, and butter will be “significantly more expensive,” a
I received a query from a subscriber as per below: Trade idea: After the war in Ukraine subsides, we’ll likely see a huge injection of capital to rebuild the bombed cities. Is there a micro play here on a few larger Ukrainian construction / raw materials / home builders that
For most of us we’ve not lived in this sort of environment before — one where all that we’ve trusted is shattered. There is momentous change taking place right now. Let us cover some ground here just to see how far things have come so that we don’t delude ourselves.
…the business. I read a shocking thread that I share with you below. While reading through this consider the implications for the entire Silicon Valley community and growth stocks in that space. Hazard Harrington on Twitter: “I work in Big Tech. A name you would know and have probably used
Lara Logan is a South African TV and radio journalist as well as a war correspondent. She is one fierce woman who has toured multiple war zones, personally endured horrendous treatment, and is one of the very few remaining honest journalists out there. I highly recommend watching this 10-minute clip of Lara
Second order effects of this incredible and rapid de-globalisation taking place. Did you know (I didn’t) that China and the EU are about 60/40 for global market share of vitamin E production? Take a look at this breakdown: EU has 65% of A, and CN/EU/IN split B3 about equally. China
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