What are the financial markets telling us about Israel and Ukraine? By Declan Hayes

There is still big money betting on Russia’s downfall. From Declan Hayes at strategic-culture.su:

An array of Russian, Iranian and even Chinese drones should serve as a reminder that the stock market, like the wars it feeds off, can be a very expensive place to gamble.

Though a recent SCF Infographics depicted how Americans view the world, Wall St tends to see the markets in the starker, heuristical terms of buy, hold, sell or get the hell out of Dodge before the market collapses. One buys on the rumour and sells on the fact. When, for example, Nancy Pelosi hears rumours or rumblings of future events, her husband will buy low on the rumour and sell high after the event occurs.

Although that is one insider trading heuristic Wall St lives by, a much more basic one is that money is a coward and will flee turbulent areas quicker than Dracula will flee from a cross. You don’t want to be Scarlett O’Hara’s father holding Confederate bonds when General Lee has raised the white flag. You want to have sold the Confederate losers and bought the Yankee winners long before that.

Yet another heuristic is if you don’t know who you are, the markets are a very expensive place to discover yourself. The markets are like a jungle where, acting on information, the big players the Pelosis are in hock to generally hoover up all the profits and they take no prisoners. Guess wrong, put your money on the wrong horse and you can lose a lot more than your shirt.

All of that being so, Israel but especially Ukraine leave us in a pickle. Why did Big Money not get out of Dodge sooner? Who in their right minds wants to be investing in Zelensky’s Ukraine or Netanyahu’s Israel when both countries are on fire? Why has Big Money not got out of Dodge and is our traditional, tried and trusted analysis missing something in all of this?

This article contends that we have missed nothing but that it is the game itself that has changed. We will plod our way through the traditional analysis and then, with cursory nods to the relevant academic literature, 9-11, the Second Gulf War and the Soviet invasion of Afghanistan, conclude by explaining why we cannot concur with the traditional buy and hold strategies.

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2 responses to “What are the financial markets telling us about Israel and Ukraine? By Declan Hayes

  1. Hitler said just kick in the door and the whole rotting edifice will collapse due to Stalin purging the generals in the 1930s.

    A few years later the hammer and sickle flew over a pile of rubble and debris.

    Napoleon had his dark night of the soul returning to Fwance in utter defeat and the troops suffered mightily.

    Just read that Macron recently purchased gas from RF even while making noises about sending troops and material.

    A march up the Volokolamsk Highway and a Green Zone in Moscow?

    Give me a hit of that faculty lounge stuff you’re smoking. (s/)

  2. Breaking-Zelensky has charged oligarch Kolomoiskiy with “extreme money laundering” in 404.

    Videos show not a fake as he is booked and makes bail, it looks like war pimp Ziolensky is standing there.

    This is one of his mentors/sponsors and remember the old saying about biting the hand that feeds.

    (h/t-Tsar)

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