Tuesday Markets | Why Russian Sanctions Will Be a Joke

PREMIUM: Why is Inflation Muted in Asia?

Market Rundown

Good Morning:

The dollar is down 16. Bonds are significantly weaker, especially at the short end. This is further flattening ( now inverted in some places) signalling Fed hike is going to come and will cause a recession. Contextual explanation in podcast below in first 3 minutes of podcast. Very relevant for inflation, Oil, and Gold pricing.

Stocks are weaker but well off their lows. Gold is up $5 from Friday’s close. Silver is up 20 cents. Oil is up $2.78 from Friday’s close, but lower this morning in US trading. Grains are up very nicely.

Yesterday we noted Sanctions against Russia will not include Energy in a meaningful way.

Not sure how effective these can be with the exceptions of Oil and Natural Gas being protected from sanctions.- Source

Today creditable energy analysts voiced why that is true:

All major gas producers in the world know that they cannot compensate Russia’s gas to the EU even if they wanted to. Source

Aluminum Companies are a different story…

Russian Aluminum company reflecting Sanction risk

Cheers.

Posts

1. UNLOCKED: Ukraine News Update

2. A 1997 Prophecy: The Unfolding Of ‘The Sovereign Individual’ Thesis

3. Global Oil Inventories Are Exceptionally Tight: Reuters Analyst

4. Dear Vlad: Ukraine's Borders Were Drawn by Lenin and Stalin

5. Gold and Silver Commitment Of Traders Analysis

6. Weekly: Gold Wrangled, Amazon Ascendant, and Meta Mangled

7. Ray Dalio's January Presentation- Founders Podcast

8. Outlook 2022 for Gold, Oil, and Bitcoin

9. GoldFix Weekly: Time to Get Up and Go

10. GoldFix Weekly Report: How RobinHood Rips Off Retail

11. Weekly: Recession Now, Inflation Later

12. Weekly Report: The Really Big Pandemic Lie About Netflix and Peleton

13. OilFix: Founders Group 2022 Energy Outlook Interview with Brynne Kelly

Podcasts

Ukraine Vs Fed …

VBL @VlanciPictures

GoldFix: Podcast Feb 22, 2022.. long one. aint nobody got time for that https://t.co/6GeKW2Ward

• Bond inversion meaning

• Prices relative to Globex vs Nymex/Comex

• 2 forces riving behavior now

Technical levels and Ukraine comments…

VBL @VlanciPictures

Bitcoin Podcast: Feb 22, 2022 #Bitcoin https://t.co/M4OaogrWKW

Guidance

Speaking of gold, the traditional haven is outperforming Bitcoin with the cryptocurrency dropping to the equivalent of about 19 ounces per token, down from a peak of 37 ounces in October. Bitcoin’s recovery from a dramatic year-end slide had already been derailed by increasing tensions in Eastern Europe, and its drop to close to $36,000 overnight has some analysts now predicting a move as low as $30,000. 

- Bloomberg

Zen Moment

Checking in on Ukraine…

VBL @VlanciPictures

GM

Have a good one

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Post Excerpt

Bank Report: There are a few reasons why inflation in Asia is well within central banks’ comfort zone.

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