On June 6, I had a discussion with the Financial Repression Authority host Richard Bonugli and the highly respected Ronni Stoeferle. We covered myriad of global financial and political concerns as we tried to provide the foundation for profitable opportunities via in-depth analysis of these fragilities.
Following the conversation, President Trump validated our discussion about the significance Vladimir Putin’s role in the world. Trump was very clever by “PIVOTING” the G-7 to including Russia once again. In the last three months I have warned that peace in the Middle East can only be found through Russia as Putin’s success in Syria has provided him with the ability to be the main disruptor. The Saudis have begun to lean on Russia to curtail Iranian adventurism while Putin also has the ability to pressure Erdogan in Turkey. Nothing will happen in the Middle East without Putin.
While the U.S. media was castigating Trump for the temerity to raise the Russian card ahead of his arrival at the G-7, all of the pundits forgot to mention that two weeks before Trump’s Russia pivot, German Chancellor Angela Merkel, French President Emmanuel Macron and Japanese Prime Minister Shinzo Abe all made visits to Putin in Moscow. I will continue to pose the question: What Does Putin Want?
In my opinion Putin wants the West to lift its SANCTIONS against Russian businesses and Putin allies. This view has had me starting to look at Russian assets from the ROUBLE to various Russian ETFs. On Friday, I put my money where my analysis is and bought a small position in RSX. It looks terrible on the charts but the Trump pivot has me intrigued. The structures of post-war world are definitely under siege from many directions. But the incendiary language from G-7 is certainly something to consider as we scan the global for investment opportunities. PUTIN, ERDOGAN and Mario DRAGHI have all attained a significant stature.
Arthur, these are my list of the three characters that have the greatest ability to destabilize the world, both in positive and negative outcomes. Pour a libation of choice and enjoy the podcast.
Tags: Angela Merkel, Emmanuel Macron, Erdogan, France, G-7, Germany, Japan, Mario Draghi, President Trump, Rouble, Shinzo Abe, Turkey, Vladimir Putin
June 10, 2018 at 4:32 pm |
Putin may be the smartest politicians in the world and has skin in the game like Trump.
EU and UK are self destructing in their race to total incompetence.
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June 10, 2018 at 4:51 pm |
North Korea might soon be a compelling investment too for the long run. Imagine if you’d invested in South Korea 21 years ago when there was nothing there except poverty and a big financial crisis.
June 10, 2018 at 4:40 pm |
trump is almost english like in his sneakiness.
Russia can take over the shitstorm the ME will continue to develop into before someone pops a nuke.
we can start to reduce the weight of electric cars thus lower the amount of steel we need. GM and Ford could plan for the new fleets of driverless cars.
indoor farming will allow us to farm ANY crop ANYWHERE 24 hours a day 365.25 days a year so fuck their crops.
In short someone has to explain to me what we will be importing that we can’t make using just in time manufacturing. The means of production have NEVER been closer to the masses HAPPY NOW TROTSKY
hugs
June 11, 2018 at 1:04 am |
Thanks!
Perhaps Putin wants a new “Yalta,” a new world order, spheres of influence. NATO still exists—why does it still exist if there are no spheres of influence?
Interesting $80 or more a barrel = Russia aggressive foreign policy
https://www.economist.com/graphic-detail/2016/01/21/oil-price-and-russian-politics-a-history
June 12, 2018 at 7:57 am |
“Beatles”
Fool On The Hill