Ukraine- The Investment Outlook
I believe it is not too late for President Biden who, by committing publicly that Ukraine will never be allowed to join NATO, could help bring the War between Russia and Ukraine to a swift end. I am persuaded to that course by the wisdom of two men:
First the 2018 speech from the journalist Vladimir Pozner: on YouTube “Vladimir Pozner: How the United States Created Vladimir Putin” and second today’s comments from Ron Paul on ZeroHedge Ron Paul: “It All Comes Down To Nato”: https://www.zerohedge.com/geopolitical/ron-paul-it-all-comes-down-nato
As far as the investment outlook, my main position continues to be owning puts in the Eurodollar as the tactic to benefit from what I believe will be very significant increase in interest rates. For any investors just considering such puts my latest puts purchased are the 95:00 of the March 2023 Eurodollar which continue very cheap at @ $100 per put. Second I continue being bearish on the stock market with a short position in NASDAQ at @ 14,100. I am also long silver futures. And I have just added a new name- being short the Italian 10 Year Bond- this idea comes from the great newsletter Grant’s Interest Rate Observer.
In general I have currently relatively small positions risking limited capital, fearing as I do the extensive but unpredictable (in the short term) manipulation by the US government of interest rates, precious metals, and the stock market by the Biden Administration.