Ukraine Tag

28 February

Putin pulled the trigger…

Investment Team | Geopolitics, Macro

Russia’s Putin launched an unprovoked military invasion into the Ukraine on February 24th 2022. Up to that point Putin had three strategic options to deal with the self-inflicted situation in the Ukraine: to de-escalate, to muddle-through or to attack. I had assigned a low probability to...

17 January

Russia’s Gamble with the Ukraine

Investment Team | Macro, Market View

The Russian President threatening the Ukraine, offers highly uncertain rewards yet a potentially lethal downside for him and his inner circle. Russia is getting ahead of itself apparently emboldened by the illegal and only modestly sanctioned seizure of Crimea. The blame, however, lies by no...