Tag: ruble

CapEx Team


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

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The Implications of “Red Monday”

Regular readers will have been very well positioned to take advantage of what is happening in emerging markets and specifically currencies as we can see from the fairly dramatic chart below. We’ve been positioning for a USD bull run for some time now. Back in October we made the call

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