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22Sep 22

Russian-Ukrainian War Analysis

Russia is now reacting from the recent success of the Ukranians in capturing territory in the northern front.  The Ukrainian plan was executed with the help of the Americans and…

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08Sep 22

ECB Rate Hike Projection

Our projection for the ECB rates in a couple of hours is that the rate hike will be stronger than expected for several reasons. Energy inflation has impacted the key…

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25Mar 22

Russian Sanctions Analysis

The west led by the US has imposed very tough sanctions on Russia.  However, one of the key sanctions needs further explanation.  Thus, this analysis will focus on the sanctions…

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20Dec 21

Turkish Dollarlization

Turkey has essentially embraced a dollarlization policy.  The reasons for this are both typical and unique.  Last week, the Turkey stock exchange was halted.  This event had a bit of…

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04Nov 20

US Election Projections

The race is very close.  The current situation is Biden at 224 and Trump at 213.  The remaining states that could decide the election are Pennsylvania (20), Georgia (16), North…

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