The Eurasian Century

The Eurasian Century

Cyclical Value Investing

Doom and gloom I guess

and what's next

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Cyclical Value Investing
Mar 09, 2022
∙ Paid

When it rains, it pours

This has been … an interesting month…

I am of course referring to the Russian invasion of Ukraine, but not only. We also saw the Canadian government freezing the bank accounts of its political opponents and anybody that “supports protesters”, whatever that means.

Meanwhile, Russia’s central bank foreign reserves have been seized,…

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