Category: Russia
The analysis published under this category are as follows.
Sunday, June 12, 2022
Why Putin has KILLED Russia / Politics / Russia
By: Nadeem_Walayat
This is also why Putin has effectively KILLED Russia as Russia already had a stagnating population that will now suffer the consequence of a huge brain drain of millions of Russia's best and brightest young minds escaping to a better life abroad, The irony of Putin attempting to protect Russia has in fact KILLED Russia's future! It's GAME OVER for Russia! China will likely seek to capitalise on this dying empire where any close links that Putin forms with Emperor Xi Ping will ultimately result in the loss of Russian territory to China, as several millions of Chinese slip over Russia's eastern border in an stealth invasion in the name of friendship.
Read full article... Read full article...
Saturday, February 26, 2022
JRS.L Capitalising on Russia's War CRASHED Stocks / Companies / Russia
By: Nadeem_Walayat
My plan to capitalise on Putin's the war was centred around accumulating into JRS.L . first very lightly between £5.5 and £5, better this investment trust than individual Russian stocks that can fall victim to sanctions, so less volatility and better long-term prospects for an ultimate bounce back to well north of £8 as JRS.L is an investment trust I have traded in and out of for decades. Generally buying when under £5 and selling when over £8.50 as part of my legacy stocks portfolio. However since upside is limited, I won't be adding this to my public portfolio's. Nevertheless I was set to accumulate big well ahead of the invasion that I expected to trade to well below 5.0 and likely could fall further all the way down to as low as £2.50, and then hold for the long-run to sell at a target of around £8.75, just as I did a few months ago when I sold ALL of my holdings at £8.72 via a long standing limit order. I.e. apart from the current accumulation phase it's not a stock that I intend on monitoring closely.
Read full article... Read full article...
Friday, February 25, 2022
World War 3 Phase 1 - Putin WINS Ukraine War! / Politics / Russia
By: Nadeem_Walayat
As I voiced near a month ago, Putin wants the WHOLE of Ukraine which given the full spectrum Ukraine wide Russian military operations strongly concurs with Putin's plan to consume the whole Ukraine lock stock and smoking blown up barrel. War in Europe sparks the trend towards WORLD WAR 3 as it emboldens the likes of Xi Ping to seize the opportunity to launch his own war of conquest for Taiwan that would act to embolden Putin even further to start massing forces on the borders of the Baltic states so that he can rebuild the Tsarist Russian Empire. Beyond which there are countless further escalations as dictatorships across the globe are unleashed to seek to capitalise on the growing chaos of war such as on the China / India border, or Pakistan / India Border, and countless other grievances such as the perma hot potato that is the Middle East where we have the regions bully boy Israel probably seizing the opportunity to further grab chunks of neighbouring states with Syria and Lebanon in it's cross hairs that just like Putin will call up on ancient gobbledygook to justify war in 2022,, then there is the conflict at the heart of Islam of Sunni's vs Shia's, Arabs vs Persians, and countless more such incidences across the African continent and Asia such as our Dear Fat Leader in North Korea, embolden by Putin's war in Europe WW3 to join in on the chaos, with maybe western nations deploying their own land grabs under the banner of peace keeping, where Australia comes to mind which in past actions has tended to be no better than Russia or even Nazi Germany and may decide to .complete it's own version of the final solution on the rightful owners of the continent Brit's planted their flag on some 200 years ago.
Read full article... Read full article...
Monday, February 14, 2022
Russia Ukraine WAR IMMINENT - How to Profit from Russian Stock Market CRASH / Politics / Russia
By: Nadeem_Walayat
The Russian INVASION of Ukraine is IMMINENT!
Saber rattling, troop build ups, mis-information, and the clutching at peace straws clueless journalist suggesting it's probably not going to happen because Putin's best buddy in China is in the midst of an omicron spreading sporting event/
Clearing away the fog - Putin The Russians, ARE going to invade Ukraine as soon as weather permits! Why? Because Russia is a dictatorship! Dictatorships seek out that which can exaggerate their power and Ukraine in those terms is the only obvious bordering target for Putin. Russia's pinhead dictator wants the world to perceive RUSSIA in the same terms as they used to perceive and fear the USSR! Instead of a past it's sell by date super power with a midget economy that produces nothing of significance reliant wholly on exporting oil and gas for foreign currency.
Read full article... Read full article...
Sunday, February 06, 2022
Why Putin Wants the WHOLE of Ukraine - World War 3 Untended Consequences / Politics / Russia
By: Nadeem_Walayat
Saber rattling, troop build ups, mis-information, clutching at peace straws, clueless journalist suggesting it's not going to happen because Putin's best buddy in China is in the mood for an omicron spreading sporting event.
Clearing away the fog - The Russians ARE going to invade Ukraine as soon as weather permits! Why? Because Russia is a dictatorship! Dictatorships seek out that which can exaggerate their power and Ukraine in those terms is the only obvious bordering target for Putin.
Read full article... Read full article...
Monday, June 08, 2020
Russia: How Financial "Complacency" Morphed into "Crisis" / Stock-Markets / Russia
By: EWI
It's been a tough year for Russia financially.
Of course, there's been the big collapse in oil prices, plus -- just like many other global stock indexes -- Russian stocks are well off their highs.
That's quite in contrast to 2019, when the RTSI index, a U.S. dollar-based index of 50 Russian companies, climbed 29%.
Shortly after registering that performance, Elliott Wave International's January Global Market Perspective, a monthly publication which covers 40-plus worldwide markets, showed this chart and said:
Read full article... Read full article...
Thursday, April 30, 2020
Russia - Without the Propaganda - Part 2: The Rise of Putin / Politics / Russia
By: Raymond_Matison
Geographical and demographic description
The Russian Federation, commonly known as Russia, is the successor state from the breakup of the Soviet Union in 1991. Russia still has the largest land mass of any country with 6.6 million square miles, roughly three times that of the United States. From East to West it extends for 6,200 miles through eleven time zones, and its land mass extends from above the Arctic Circle south some 2,800 miles to the subtropical coast of the Caspian Sea. Its population of 146 million, represents just 1.9% of world population, and less than half the population of the United States. But its land mass represents 11% of the earth’s land surface! Three fourths of this land mass, and just one-fifth of its population are in Siberia where its rivers drain into the Arctic Ocean.
Being this far north, its growing season is limited to four or five months, while the winters are long and harsh. Approximately 60% of its land mass is covered in a taiga, a coniferous forest rooted in acidic nutrient-poor soil, with a permafrost underlying roughly half of this terrain. This is not a hospitable environment for agriculture, being suited mostly for spring plantings of hardy early maturing crops. Given the huge distance barriers, growers are inhibited from growing and harvesting more than can be eaten or traded locally, but the nation produces sufficient harvests to feed its population.
Read full article... Read full article...
Tuesday, April 28, 2020
Russia - Without the Propaganda - Part One: Rise of Communism to 1991 / Politics / Russia
By: Raymond_Matison
This set of two articles is being created to investigate Russia’s embrace and evolution from Communism, political development of their new state, advance of their market economy, current influence in the world regarding regional conflicts affecting their near geographical neighbors, and potential threat to the United States.
This first article reviews major events leading to the Russian Communist revolution in 1917, through the two world wars and subsequent Cold War to the ultimate unraveling of the Soviet Union. The second article in this series looks at the development of a new Russia – without the propaganda. Consequently, that article looks at facts and some statistics rather than politicized opinions of proponents or opponents. One can lie also with statistics, but less so, and they tell a story that the reader himself can evaluate and confirm either to accept or reject.
Since the beginning of the 20th century Soviet Union’s or Russia’s military force has participated directly or indirectly in WWI, WWII, Korea, Yugoslavia, Vietnam, Afghanistan, Iraq, Libya, Ukraine, and Syria. Despite the world being a huge space, America also has been a participant in these same countries, and over the last several decades the U.S. has identified certain countries as formidable rivals or even as “enemies endangering our national security”. Russia, China, Iran, North Korea and even Venezuela are on this list. Curiosity caused this author to investigate the reasons why these less economically developed and militarily weaker countries are such a concern to the all-powerful United States. Those wishing to review this author’s investigations into China, Iran, Vietnam, or North Korea may do so by accessing Market Oracle’s Author’s Archive, for those interested in Russia, read on.
Read full article... Read full article...
Wednesday, October 10, 2018
Russian Ruble Technical Chart Analysis and Forecast / Currencies / Russia
By: Nadeem_Walayat
Today I am taking a look at the Russian Ruble against the US Dollar that follows a request from a $12 Patron. The Ruble is not a market I monitor so my analysis is limited to a quick technical take.
Read full article... Read full article...
Monday, October 23, 2017
Germany’s Delegation To Russia Signals That Merkel Is Looking For New Allies / Economics / Russia
By: John_Mauldin
BY GEORGE FRIEDMAN : A delegation of executives from major German corporations recently met with Russian President Vladimir Putin.
Such delegations are not unusual. Sometimes it is routine, sometimes a courtesy. But occasionally, it has significance. In the case of Russia-Germany relations, such meetings are always potentially significant.
Read full article... Read full article...
Friday, August 11, 2017
The Shocking Economic Truth About Russia / Economics / Russia
By: Harry_Dent
The Russian drama seems to intensify with each passing hour.I certainly have my opinion on the matter, as, no doubt, do you. But it’s not my opinion that I want to share with you today. Instead, I want to share two charts that may well shed new light on recent events…
Here’s the first. I warn you, it’s shocking.
Read full article... Read full article...
Saturday, August 05, 2017
Four Maps That Show How Russia Could Strike Back Against US Sanctions / Politics / Russia
By: John_Mauldin
BY GEORGE FRIEDMAN, XANDER SNYDER, EKATERINA ZOLOTOVA : The US Congress has passed new sanctions targeting Russia’s energy companies.
Recognizing that a vital sector in its economy has even less chance of relief than it once had, Russia has retaliated. It has reduced the number of diplomats it has in the US and has seized property used in Russia by US diplomats.
Energy sales are an important source of revenue in Russia. But it’s more than that. For Russia, energy is also an instrument of geopolitical power. They give Moscow considerable influence over the countries dependent on Russian energy exports.
Read full article... Read full article...
Friday, July 28, 2017
Why Russia’s Slumping Grain Yields Are So Bad For Putin / Politics / Russia
By: John_Mauldin
By Geopolitical Futures : Russia relies on wheat more than any other foodstuff as an important component of its food supply. In fact, roughly 70% of wheat produced in Russia annually is consumed domestically. From Siberia to the westernmost regions bordering Europe, wheat is a staple in most parts of the country.
In 2016, Russia became the world’s top grain exporter with a record production of 120 million tons of wheat, according to Russian statistics agency Rosstat. But poor weather conditions have affected this year’s production.
Read full article... Read full article...
Thursday, June 01, 2017
Russia’s Disinformation Seems To Work—But It Doesn’t / Politics / Russia
By: John_Mauldin
BY GEORGE FRIEDMAN : From its founding, the Soviet Union ran campaigns designed to destabilize and neutralize potential enemies. Disinformation was and is the name of the game.
After the Russian Revolution, Lenin founded the Third International to support Communist parties around the world. Soviet intelligence ran disinformation campaigns. These campaigns were designed to undermine national governments, to discredit leading figures, and so on.
Read full article... Read full article...
Monday, April 10, 2017
A Brave New World for the Kremlin / Politics / Russia
By: STRATFOR
Every country faces generational change. Evolutions in technology, culture, social mores and global affairs can leave a gulf between young and old that neither can easily bridge. In Russia, that gulf is especially vast. As of this year, 27 percent of Russians were born after the fall of the Soviet Union, and that number will jump to nearly 40 percent within the next decade. The rising generation was never Sovietized. Most of them, moreover, are too young to remember the tumultuous 1990s, a decade of war, financial crisis and political disarray. Unlike the older generations, they don't recall President Vladimir Putin's promises to save Russia or the measures he took to stabilize the country after its post-Soviet tailspin. In fact, they've never really known life without him. For Putin, the situation poses an unfamiliar challenge.
Read full article... Read full article...
Monday, March 27, 2017
Russia Crisis - Maps That Signal Growing Instability and Unrest / Politics / Russia
By: John_Mauldin
About one year from now, on March 18, 2018, Russia will hold a presidential election. This will take place against the backdrop of an economic crisis that will continue to plague the country in the coming year.
Russia's biggest challenges will be internal, and the countryside will show more signs of crisis.
Read full article... Read full article...
Monday, February 20, 2017
Warning Signs Of Instability In Russia / Politics / Russia
By: John_Mauldin
BY GEORGE FRIEDMAN AND JACOB L. SHAPIRO : Geopolitical Futures forecasted that 2017 will be “an inflection point in the long-term destabilization of Russia.” After just six weeks, there are clear signs that this forecast is right on track. You can read more about GPF's outlook for Russia in This Week in Geopolitics (subscribe here for free).
Russia has four areas of instability: the distribution and prevalence of wage arrears, pressure on its banking system, low-level social and economic unrest, and government purges.
Read full article... Read full article...
Sunday, February 12, 2017
Trump Not Pro-Russia, Says Its Foreign Ministry Spokeswoman / Politics / Russia
By: Stephen_Lendman
Profiles in courage are absent in Washington, especially on geopolitical issues, notably on relations with Russia.
In January, Russian Foreign Ministry spokeswoman Maria Zakharova said Trump is not pro-Russia. She distinguished between Russophobe Hillary Clinton and Trump’s more responsible comments, calling getting along with Russia a good thing.
Read full article... Read full article...
Wednesday, January 18, 2017
The Hunt for Russia's Next Enemy / Politics / Russia
By: STRATFOR
By Ksenia Semenova : Alexander III, the conservative Russian emperor who ruled from 1881 to 1894, once famously remarked to his ministers that Russia has only two allies: its army and its navy. "The others," he said, "will go against us at the first opportunity."
Russian President Vladimir Putin recalled these words in a 2015 speech, adding that he quite agreed with them. At the time, Putin held every card he needed to point to the West and proclaim that the world stood against Russia, leaving it with only its forces for protection. But as the incoming administration of U.S. President-elect Donald Trump moves to embrace Russia and question the West's assumptions about NATO — just as the Europeans have begun to look for warmer ties to the east — Russia's diplomatic environment has started to change. And one thing Putin certainly understands, as Alexander III did, is the Russian government's need for an external enemy. This raises the question: In the new strategic environment that is emerging, who will that enemy be?
Read full article... Read full article...
Wednesday, January 04, 2017
Low Oil Prices Will Make Russia More Aggressive in 2017 / Politics / Russia
By: John_Mauldin
BY GEORGE FRIEDMAN : Russia has had a hard time since the collapse of global oil prices which began in August 2014. This will continue in 2017. The Russian people are starting to feel the effects of prolonged low oil prices. This was bound to happen. And this will shape Moscow's foreign policy in the year to come.
Russia’s money problems start with the economy’s structure. The country’s budget depends on income from oil exports. Low oil prices have had huge effects. And the country hasn’t even recovered from the 2008 decline.