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2022March

Peace in Ukraine, War in the Pacific?

Posted March 31, 2022

Russians are vilified for being Russians over the Ukraine conflict. But Australia faces an existential threat in the Pacific. Theres a new sheriff in town at the request of...

MSM: Quick With Hits, Slow With Misses

Posted March 30, 2022

WSJ article about Russias payment system is about seven years too late. The Russian government built Mir after the Crimea sanctions. Visa and Mastercard businesses may never return to...

Start the Renunciation Process Now

Posted March 28, 2022

Being a US citizen abroad is hazardous to your commercial health. US embassies are prohibiting US persons from renouncing. Better get started now, lest you get stuck with the...

Time for Regime Change… in the US.

Posted March 27, 2022

"For God’s sake, this man cannot remain in power." The White House quickly retracted the statement. I’m not sure this little bit of damage control will control the damage at all. Happy Monday! We’re...

All Hail the Yale Model!

Posted March 25, 2022

David Swenson was onto something with his unique asset allocation. Most of the Yale Endowment is allocated to alternative investments. This may be the perfect model to emulate for...

Got Rubles?

Posted March 24, 2022

Credit: Sean Ring Putin wants rubles for natural gas, oil, titanium, and its other resources. As the US has confiscated Russian gold and other assets, this makes sense. The US/EU...

Redundancy at the Expense of Efficiency

Posted March 23, 2022

Boeing, along with many other companies, stopped doing business in Russia. Yesterdays horrific crash in China couldnt come at a worse time. If China looks more to Airbus, that...

The Solitude of the Midnight Oil

Posted March 21, 2022

Younger people tend to be night owls. Older people get up early to get stuff done. For digital nomads, your time is yours.Happy Tuesday!Its about 1 am on Tuesday...

Stocks Way Up to End the Week

Posted March 20, 2022

Tech stocks lead the way, despite the Feds hiking cycle underway. Should we gather ye rosebuds while ye may? Or is this a bear market rally ready to whipsaw...

Guess Who Really Owns Venezuelan Oil…

Posted March 18, 2022

Without Russia’s 245,000 barrels per day, the US needs oil from somewhere else. Instead of releasing its stranglehold on the US oil industry, Biden turned to Maduro. The embattled Venezuelan president can’t...

Markets Up on Potential Peace Deal

Posted March 16, 2022

Fed hike was priced in, as markets rallied during Powells presser. Russia and Ukraine make progress on a 15-point plan to end their war. Labor markets are extremely tight,...

Iteration After a Violent Government Intervention

Posted March 15, 2022

Russian writers are leaving SubscribeStar and Patreon. Thanks to sanctions, the writers cant get paid on those platforms anymore. Of course, theyve figured out a solution already.Its a glorious...

It’s Time For the Loot Bag… Again.

Posted March 15, 2022

The French daily Le Figaro reports that 1 in 3 refugee arrivals in France is non-Ukrainian. It’s reminiscent of the Syrian refugee crisis, but to be fair, those numbers were much...

The Kamala Kringe

Posted March 14, 2022

Kamala Harris simply doesnt know what shes doing. If whats left of Bidens brain shuts down, the outcome is actually worse. She regularly embarrasses herself and the country.Happy Monday!I...

Hey, EUSSR: Cut a Deal, Before It’s Too Late

Posted March 11, 2022

Inflation just hit 7.9%, as the enormous strain begins to rear its ugly head. Polish Ambassador to the United States, Marek Magierowski, calls for sanctions to last up to 15 years. Village...

Nuland: “Ukraine has biological research facilities.”

Posted March 10, 2022

Glenn Greenwald’s substack piece is a must-read. On C-SPAN3, Victoria Nuland admits Ukraine has bio labs that Russia may want. After realizing what Nuland said, Little Marco throws her a lifeline. Happy Thursday! One...

Things You Can Do to Hedge

Posted March 09, 2022

Im not allowed to give stock recommendations, but here are some broad strokes. Also, keep up with the Rude Pillars to Financial Freedom. A second passport, an online business,...

Russian Bear Causes Nasdaq Bear?

Posted March 07, 2022

On Monday, the markets opened (and closed) ugly with all the majors down. In particular, the Nasdaq composite enter an official bear market. That means the Nazzie is down...

Hug a Russian Today!

Posted March 06, 2022

Russian soprano Anna Netrebko is out at New York City's Metropolitan Opera. Valery Gergiev, the chief conductor of the Munich Philharmonic, was fired. I, for one, cant wait for...

The Horror of Central Bank Digital Currencies

Posted March 05, 2022

Imagine not being able to buy a drink, even if you had the purchasing power to do so. What if the government wouldnt let you eat ice cream because...

Londongrad in the Crosshairs

Posted March 05, 2022

There are mountains of Russian oligarch money in London. Not only did the oligarchs get passports, but they also got tax deductions. The country that invented money laundering writ...

The Adventure Begins

Posted March 05, 2022

The end of our time in Cebu has come. Through lockdowns, typhoons, and power outages, we made it. I recommend moving out to a cheap place to reset, but...