By Josh Rogin
“We are not going back to Stalin, we are going back to Nicholas I,” said Karel Schwarzenberg, the Czech minister of foreign affairs, in an exclusive interview with The Cable. “It was under Nicholas that the great part of Central Asia was conquered by the Russians and Putin is quite successfully getting them under the control of Russia again, and the West is losing.”
…..”The Pacific basin is now more important [to the US] than Europe, it’s perfectly understandable,” he said. “I think in Europe we have to learn that we have to care much more ourselves, for our own security.”
via Czech foreign minister: The West is losing to Putin | The Cable.
Colin Twiggs is a former investment banker with almost 40 years of experience in financial markets. He founded PVT Capital (AFSL number 546090), which provides income and growth strategies to wholesale clients.
Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.
Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.
Focusing on interest rates and financial market liquidity as primary drivers of the economic cycle, he warned of the 2008/2009 and 2020 bear markets well ahead of actual events.