The Eurasian Century

The Eurasian Century

The Eurasian Century

A New Suez Crisis

A Repeat Of The 1970s On The Way

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Cyclical Value Investing
Dec 19, 2023
∙ Paid

As the situation in the Red Sea escalated, I decided to write an emergency update about it.

I expect this to be highly relevant to most portfolios, so it should not be ignored.

As a shameless plug for my recently opened YouTube channel, I will first reference to my video that looks at the 3 trading chokepoints of the Middle East.

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