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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (190153)7/24/2022 8:45:51 AM
From: carranza21 Recommendation

Recommended By
Pogeu Mahone

  Respond to of 219207
 
Thanks.

podcasts.apple.com

The appropriately named Mr. Doomberg is part of the podcast which, as usual, is extremely good. Worth listening to twice because it is dense.

Listen to his comments re: German electricity futures.

And his comments re: inelasticity of the price of energy, meaning that if Putin’s exports are somehow stopped, prices go up, and his revenue stays the same or increases. Thus funding his war machine.



To: TobagoJack who wrote (190153)7/24/2022 8:57:57 AM
From: carranza2  Respond to of 219207
 
There is something afoot re: Ukraine as evidenced by gas and grain easing.

Putin does not do anything gratuitously.

Perhaps the specter of a doomed winter in Europe has moved things.