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Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 7:40 am
by The Mindsweep
tuffers#1 wrote: Fri Apr 08, 2022 4:07 am Interesting 23 minute view

The full interview is fascinating

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 10:22 am
by Dunners
The Mindsweep wrote: Mon Apr 11, 2022 7:40 am
tuffers#1 wrote: Fri Apr 08, 2022 4:07 am Interesting 23 minute view

The full interview is fascinating
Zeihan's books, the Accidental Superpower and Disunited Nations are really good. He pretty much has predicted the war in Ukraine, and the current issues affecting China.
But he paints a very grim picture of our future.

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 10:31 am
by The Mindsweep
Dunners wrote: Mon Apr 11, 2022 10:22 am
The Mindsweep wrote: Mon Apr 11, 2022 7:40 am
tuffers#1 wrote: Fri Apr 08, 2022 4:07 am Interesting 23 minute view

The full interview is fascinating
Zeihan's books, the Accidental Superpower and Disunited Nations are really good. He pretty much has predicted the war in Ukraine, and the current issues affecting China.
But he paints a very grim picture of our future.
Looking forward to this

https://www.whsmith.co.uk/products/the- ... 30477.html

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 1:08 pm
by StockholmO
Where’s Putin hiding? Haven’t seen much of him in the last couple of weeks…

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 1:28 pm
by RedDwarf 1881
StockholmO wrote: Mon Apr 11, 2022 1:08 pm Where’s Putin hiding? Haven’t seen much of him in the last couple of weeks…
The rumour I read is he's hiding in a luxurious underground nuclear bunker . That bloke is as paranoid as they come.

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 1:30 pm
by The Mindsweep
RedDwarf 1881 wrote: Mon Apr 11, 2022 1:28 pm
StockholmO wrote: Mon Apr 11, 2022 1:08 pm Where’s Putin hiding? Haven’t seen much of him in the last couple of weeks…
The rumour I read is he's hiding in a luxurious underground nuclear bunker . That bloke is as paranoid as they come.
I've heard the same. Also the talk is that Sue Grey is with him as well

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 2:07 pm
by RedDwarf 1881
The Mindsweep wrote: Mon Apr 11, 2022 1:30 pm
RedDwarf 1881 wrote: Mon Apr 11, 2022 1:28 pm
StockholmO wrote: Mon Apr 11, 2022 1:08 pm Where’s Putin hiding? Haven’t seen much of him in the last couple of weeks…
The rumour I read is he's hiding in a luxurious underground nuclear bunker . That bloke is as paranoid as they come.
I've heard the same. Also the talk is that Sue Grey is with him as well
???

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 2:53 pm
by Gary's Big Brother
Heard on Talk Radio that he is meeting the Australian PM today.

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 2:59 pm
by The Mindsweep
Gary's Big Brother wrote: Mon Apr 11, 2022 2:53 pm Heard on Talk Radio that he is meeting the Australian PM today.
:lol:

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 4:51 pm
by Dunners
Russia has defaulted on its foreign debt.

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 5:15 pm
by StillSpike
Dunners wrote: Mon Apr 11, 2022 4:51 pm Russia has defaulted on its foreign debt.
What does that mean? (in non-city-boy language, if at all possible)

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 5:23 pm
by Currywurst and Chips
Their bond status will be junk, they'll struggle to find buyers for their bonds which are used to fund Govt spending. They'll probably have to offer unsustainable levels of interest to said buyers which makes funding tricky

Although they're alleged to have vast reserves so it's a mute point

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 5:31 pm
by Dunners
StillSpike wrote: Mon Apr 11, 2022 5:15 pm
Dunners wrote: Mon Apr 11, 2022 4:51 pm Russia has defaulted on its foreign debt.
What does that mean? (in non-city-boy language, if at all possible)
^ What pammy said. It will also mean that, if you hold any Russian bonds in your pensions or investment funds, you can wave goodbye to those.

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 5:42 pm
by StillSpike
I did say non-city-boy language.

How would I know if I hold any Russian bonds (I bought a stocks and shares ISA the other day, as it goes, but I guess they'd have ditched any Russian investments a while ago, no? )

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 5:48 pm
by Max B Gold
Currywurst and Chips wrote: Mon Apr 11, 2022 5:23 pm Their bond status will be junk, they'll struggle to find buyers for their bonds which are used to fund Govt spending. They'll probably have to offer unsustainable levels of interest to said buyers which makes funding tricky

Although they're alleged to have vast reserves so it's a mute point
More than 80% of the Bonds are held within Russia which means the exposure of the Western banking system is limited but that won't stop them creating a false panic to make money out the situation.

They have defaulted because the payments on the bonds need to be made in US$. I understand the US will not allow that. They have offered to pay in Roubles but nobody wants to accept a worthless currency.

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 5:50 pm
by Max B Gold
StillSpike wrote: Mon Apr 11, 2022 5:42 pm I did say non-city-boy language.

How would I know if I hold any Russian bonds (I bought a stocks and shares ISA the other day, as it goes, but I guess they'd have ditched any Russian investments a while ago, no? )
The provider should be able to send you a list of where your money is invested.

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 5:56 pm
by Dunners
StillSpike wrote: Mon Apr 11, 2022 5:42 pm I did say non-city-boy language.

How would I know if I hold any Russian bonds (I bought a stocks and shares ISA the other day, as it goes, but I guess they'd have ditched any Russian investments a while ago, no? )
Correct. You'll be fine. And, if you're not, there's f*ck all you can do about it now anyway.

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 5:57 pm
by StillSpike
Max B Gold wrote: Mon Apr 11, 2022 5:50 pm
StillSpike wrote: Mon Apr 11, 2022 5:42 pm I did say non-city-boy language.

How would I know if I hold any Russian bonds (I bought a stocks and shares ISA the other day, as it goes, but I guess they'd have ditched any Russian investments a while ago, no? )
The provider should be able to send you a list of where your money is invested.
Thanks

I had a look on my account and it says there's 0% in "Eastern Europe" and it doesn't mention Russia at all. Phew.

Pammy talks about them offering unsustainable interest to raise money - who in their right mind would lend Russia money now (or would that be aimed at people in Russia - like war bonds?)

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 6:23 pm
by Max B Gold
StillSpike wrote: Mon Apr 11, 2022 5:57 pm
Max B Gold wrote: Mon Apr 11, 2022 5:50 pm
StillSpike wrote: Mon Apr 11, 2022 5:42 pm I did say non-city-boy language.

How would I know if I hold any Russian bonds (I bought a stocks and shares ISA the other day, as it goes, but I guess they'd have ditched any Russian investments a while ago, no? )
The provider should be able to send you a list of where your money is invested.
Thanks

I had a look on my account and it says there's 0% in "Eastern Europe" and it doesn't mention Russia at all. Phew.

Pammy talks about them offering unsustainable interest to raise money - who in their right mind would lend Russia money now (or would that be aimed at people in Russia - like war bonds?)
I would guess the Western financial institutions are prevented from buying Russian Govt Bonds because of sanctions. But that may be a mute point as nobody trusts a defaulter.

80% of the Bonds in issue are already owned in Russia. I'm wondering how the Chinese will support the Russians financially in exchange for cheap energy and commodities to bolster their lagging economy. Dunners will know more about this.

Re: Russia / Ukraine Watch

Posted: Mon Apr 11, 2022 6:26 pm
by Currywurst and Chips
StillSpike wrote: Mon Apr 11, 2022 5:57 pm
Max B Gold wrote: Mon Apr 11, 2022 5:50 pm
StillSpike wrote: Mon Apr 11, 2022 5:42 pm I did say non-city-boy language.

How would I know if I hold any Russian bonds (I bought a stocks and shares ISA the other day, as it goes, but I guess they'd have ditched any Russian investments a while ago, no? )
The provider should be able to send you a list of where your money is invested.
Thanks

I had a look on my account and it says there's 0% in "Eastern Europe" and it doesn't mention Russia at all. Phew.

Pammy talks about them offering unsustainable interest to raise money - who in their right mind would lend Russia money now (or would that be aimed at people in Russia - like war bonds?)
If the interest rate is good enough someone will invest, especially in a Kleptocracy like Russia where the wealthy owe their riches to being allies of the Leader.

It'll just cost them a fortune in interest payments but that's a problem for when they mature in 2-20 years time

Re: Russia / Ukraine Watch

Posted: Tue Apr 12, 2022 8:32 am
by The Mindsweep
FFS, it's going happen at some point, so let's get involved now.

Start with a no fly zone and bring this to some sort of conclusion. The scenario where this is contained is never going to happen.

Re: Russia / Ukraine Watch

Posted: Tue Apr 12, 2022 9:37 am
by Mistadobalina
If/when chemical weapons get used Biden is going to have a really hard time arriving on an argument against some form of direct involvement. It's consistently the red line that western countries say cannot be crossed.

If the arming of Ukraine continues to step up, then at some point presumably Ukraine's big numerical advantage comes into play? Might be that Russia then starts to conscript and pours in masses of poorly trained and equipped troops, but then that surely would make the domestic situation in Russia much more perilous for Putin as it'd be an admission that things are going terribly.

Re: Russia / Ukraine Watch

Posted: Tue Apr 12, 2022 9:38 am
by Max B Gold
The Mindsweep wrote: Tue Apr 12, 2022 8:32 am FFS, it's going happen at some point, so let's get involved now.

Start with a no fly zone and bring this to some sort of conclusion. The scenario where this is contained is never going to happen.
Don't panic, Captain Mindsweep. Other than the law which is rarely enforced there's no reason you can't go and fight there if you really wanted to.

Re: Russia / Ukraine Watch

Posted: Tue Apr 12, 2022 10:08 am
by Max Fowler
The Mindsweep wrote: Mon Apr 11, 2022 7:40 am
tuffers#1 wrote: Fri Apr 08, 2022 4:07 am Interesting 23 minute view

The full interview is fascinating
Is this the same Peter Zeihan that had Jezza C down as an unpatriotic Commie anti-Semite?

You're alright, thanks.

Re: Russia / Ukraine Watch

Posted: Tue Apr 12, 2022 10:21 am
by Max B Gold
Mistadobalina wrote: Tue Apr 12, 2022 9:37 am If/when chemical weapons get used Biden is going to have a really hard time arriving on an argument against some form of direct involvement. It's consistently the red line that western countries say cannot be crossed.

If the arming of Ukraine continues to step up, then at some point presumably Ukraine's big numerical advantage comes into play? Might be that Russia then starts to conscript and pours in masses of poorly trained and equipped troops, but then that surely would make the domestic situation in Russia much more perilous for Putin as it'd be an admission that things are going terribly.
What numerical advantage ?