Includes: Russia/Ukraine, Contrarian disease, central banks, passive investing and Flink’s wishes, our time,
On life: How to calculate what Time is left to us, how often we will still do the things we like most (not that often), and the possibility to change that. One of my all time non-investing favorite quotes:
»… All we have to decide is what to do with the time that is given to us.«
– J.R.R. Tolkien
Vitaliy Katsenelson, from Russia+, was certain the war would not occur, as was I and probably many others. He started his series on the Russia/Ukraine war. I liked ‘There are no ex-dictators, there are only dead dictators, and Putin knows it‘ very much as it shows the more complex workings in geopolitics via agents: it is not merely about nations, but also about more/less powerful people in these states. Let’s all hope and pray for quick improvements!
KoI highlights that the ECB’s actions might have underestimated effects on global financial markes with too much focus put on the FED (link)
Great read on the Politics of passive investing. The ultimate question is Should it matter what BlackRock’s CEO wants?
Collaborative with surprise, shock and uncertainty. I found the below most important and one can already observe the firm answers (who questions the effect of sanctions anymore?)
Marc Rubinstein from netinterest about financial warfare. Surprisingly with (more?) Twitter links now, one linking to the daily worth of Russian gas, referred to as daily payment to Russia, which is most likely overstated due to contract terms.
Best and happy investing, s4v
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