Australian (ASX) Stock Market Forum

War threat in Ukraine

Jump to new
FWIW this is a pretty good analysis of Putin's motives by an expat Russian.

threadreaderapp.com

Thread by @KonstantinKisin on Thread Reader App

@KonstantinKisin: The "Why You Were Wrong About Ukraine and Will Be Again" Megathread “There will be no invasion,” they said. “Putin is just sabre-rattling,” they told you. “It’s just Biden trying to escalate the si...…
threadreaderapp.com threadreaderapp.com
 
wayneL said:
FWIW this is a pretty good analysis of Putin's motives by an expat Russian.

threadreaderapp.com

Thread by @KonstantinKisin on Thread Reader App

@KonstantinKisin: The "Why You Were Wrong About Ukraine and Will Be Again" Megathread “There will be no invasion,” they said. “Putin is just sabre-rattling,” they told you. “It’s just Biden trying to escalate the si...…
threadreaderapp.com threadreaderapp.com
Click to expand...
I'll dig out a quote by Dostoyevsky that says the same
 
It is actually the Russian mafia who are most likely to stop Putin, particularly if their overseas assets are frozen, they would not be happy, particularly in Londongrad.

"True story of how London became home to the Russian super-rich. A dazzling tale of incredible wealth, ferocious disputes, beautiful women, private jets, mega-yachts, the world’s best footballers – and chauffeur-driven Range Rovers with tinted windows.

A group of buccaneering Russian oligarchs made colossal fortunes after the collapse of communism – and many of them came to London to enjoy their new-found wealth. Londongrad tells for the first time the true story of their journeys from Moscow and St Petersburg to mansions in Mayfair, Knightsbridge and...."

Billions parked in ‘Londongrad’ undermines Britain’s tough talk on Russia sanctions​

London: The ease with which Russian billionaires can stash billions of dollars in property and other assets in London is taking the bite out of the UK’s tough talk on sanctions against Russia for any incursions into Ukraine.

Reports this week that a key piece of legislation designed to fight money-laundering and dirty money inflows into the UK from Russia and elsewhere may be delayed aren’t helping.

As the West strives to take a united stance on possible sanctions, Britain is struggling to shake off its reputation as the place to be for wealthy Russians looking to park their billions – one that has earned the British capital the “Londongrad” moniker. The continued ability to bring funds from Russia into Britain with secret ownership of assets could dent the effectiveness of sanctions, said Tyler Kustra, a professor of politics at the University of Nottingham.
 
Wedgy said:
It is actually the Russian mafia who are most likely to stop Putin, particularly if their overseas assets are frozen, they would not be happy, particularly in Londongrad.

"True story of how London became home to the Russian super-rich. A dazzling tale of incredible wealth, ferocious disputes, beautiful women, private jets, mega-yachts, the world’s best footballers – and chauffeur-driven Range Rovers with tinted windows.

A group of buccaneering Russian oligarchs made colossal fortunes after the collapse of communism – and many of them came to London to enjoy their new-found wealth. Londongrad tells for the first time the true story of their journeys from Moscow and St Petersburg to mansions in Mayfair, Knightsbridge and...."

Billions parked in ‘Londongrad’ undermines Britain’s tough talk on Russia sanctions​

London: The ease with which Russian billionaires can stash billions of dollars in property and other assets in London is taking the bite out of the UK’s tough talk on sanctions against Russia for any incursions into Ukraine.

Reports this week that a key piece of legislation designed to fight money-laundering and dirty money inflows into the UK from Russia and elsewhere may be delayed aren’t helping.

As the West strives to take a united stance on possible sanctions, Britain is struggling to shake off its reputation as the place to be for wealthy Russians looking to park their billions – one that has earned the British capital the “Londongrad” moniker. The continued ability to bring funds from Russia into Britain with secret ownership of assets could dent the effectiveness of sanctions, said Tyler Kustra, a professor of politics at the University of Nottingham.
Click to expand...

Part of the political class and military are the Russian mafia, they condone what is happening and are not affected by the sanctions.
 
Interest rates affect our market.
What is unleaded now, heading towards $2/litre?
And a shop at the supermarket, that's going up now.
So..inflation, and pressure to tighten monetary policy.
 
Don't understand European country alliances so apologies if this is a stupid question.

Was looking at an informative map on the WSJ which shows where Russia military is invading Ukraine. Russia is executing a ground troop incursion from Ukraine's north border with Belarus. Presumably these troops will be the ground troops marching in to take Kyiv.

My question: is Belarus complicit and aiding Russia's invasion via the north? I ask this because presumably Belarus has allowed Russian troops to build up in their country on the border with Ukraine in readiness for this invasion.
 
aren't the Russian Mafia unofficial contractors of the KGB and GRU ( just like the CIA utilizes the mob ?? )
 
MovingAverage said:
Don't understand European country alliances so apologies if this is a stupid question.

Was looking at an informative map on the WSJ which shows where Russia military is invading Ukraine. Russia is executing a ground troop incursion from Ukraine's north border with Belarus. Presumably these troops will be the ground troops marching in to take Kyiv.

My question: is Belarus complicit and aiding Russia's invasion via the north? I ask this because presumably Belarus has allowed Russian troops to build up in their country on the border with Ukraine in readiness for this invasion.
Click to expand...
are they ??

we have had the same media deceiving us over health matters for two years

are they 'marching; ( near Belarus ) or cleaning out government and CIA funded 'terrorist ' units and mercenaries ( some of them proudly Neo-Nazi )

time will tell .. but this may yet take out the underlying opposition to Zelensky in his own government

( Russia has enough helicopters and heavy air transport to get Kiev in hours/days , since the government side of the Ukraine is divided and faction-ridden )

BTW European politics is stupid and greedy ( nearly all of it )
 
The Triangle said:
www.reuters.com

Foreign funds now own 81% of all shares listed on Moscow Exchange -bourse

Global foreign funds increased their holdings of Russian stocks to more than 80% of all shares trading on the Moscow Exchange in the first half of this year, the bourse said on Thursday, attracted by higher dividend yields than in other emerging markets.
www.reuters.com www.reuters.com

Doesn't sound like that drop is going to be affecting ordinary Russians... investors from the United States and Canada accounted for 54% of the total, with 22% from the United Kingdom and 21% from the rest of Europe
Click to expand...
One of those US fund managers chasing the (then) 8% dividend yields was Jeremy Grantham's GMO. It's been a poor performer since 2020 at least, so it's likely to be way under water by now.
 
dyna said:
One of those US fund managers chasing the (then) 8% dividend yields was Jeremy Grantham's GMO. It's been a poor performer since 2020 at least, so it's likely to be way under water by now.
Click to expand...


?? last time NYSE listed VanEck Russia ETF RSX was trading an 8% yield was near the 2020 low, from which it nearly tripled... not exactly poor performance.

Make of it what you will but these equities are trading at like 3 times earnings.
 

Attachments

  • Screenshot_2022-02-25_13-17-21.png
    Screenshot_2022-02-25_13-17-21.png
    71.7 KB · Views: 1
MovingAverage said:
Don't understand European country alliances so apologies if this is a stupid question.

Was looking at an informative map on the WSJ which shows where Russia military is invading Ukraine. Russia is executing a ground troop incursion from Ukraine's north border with Belarus. Presumably these troops will be the ground troops marching in to take Kyiv.

My question: is Belarus complicit and aiding Russia's invasion via the north? I ask this because presumably Belarus has allowed Russian troops to build up in their country on the border with Ukraine in readiness for this invasion.
Click to expand...
Yes, the leader of Belarus is a pro Russian dictator.

He is the guy that had his fighter jets intercept a civilian commercial airliner that was passing over Belarus, so that he could arrest a journalist that was on board who had written negative articles about him.
 
divs4ever said:
are they ??

we have had the same media deceiving us over health matters for two years

are they 'marching; ( near Belarus ) or cleaning out government and CIA funded 'terrorist ' units and mercenaries ( some of them proudly Neo-Nazi )

time will tell .. but this may yet take out the underlying opposition to Zelensky in his own government

( Russia has enough helicopters and heavy air transport to get Kiev in hours/days , since the government side of the Ukraine is divided and faction-ridden )

BTW European politics is stupid and greedy ( nearly all of it )
Click to expand...

Are you suggesting this is a media fabrication?

ukraine.JPG
 
Politics isn't my best subject, but I've struggled to fully understand :
how the enemy/aggressors that started WW1 and WW11 (Germany, Japan)
have become mates and allies of the West (USA/UK/Aust)
while, Russia that fought against Germany has since become the enemy???

That it's OK for the USA to meddle, invade/come to the aid of/bomb at least 26 different countries since WW11;
China, Korea, Guatemala, Indonesia, Cuba, Belgian Congo, Dominican Republic, Peru, Laos, Vietnam, Cambodia, Lebanon, Grenada, Libya, El Salvador, Iran, Panama, Iraq, Kuwait, Somalia, Bosnia, Sudan, Afghanistan, Yugoslavia.
<<https://www.thelondoneconomic.com/n...-the-us-has-bombed-since-world-war-ii-172786/>>
and Involving Australia in some of these Korea, Vietnam, Iraq, Kuwait, Somalia, Afghanistan.

But it's NOT OK for Russia to invade/annex/regain Ukraine without US approval.
Crazy isn't it!!!
I'd venture an uneducated guess that a significant part of of the US economy comes from its global peace keeping missions: AKA wars.
and not surprisingly: according to the World Economic Forum.
The U.S. Department of Defense has been named the largest employer in the world with 3.2 million employees on its payroll,
<<https://www.marketwatch.com/story/us-military-is-the-largest-employer-in-the-world-2015-06-17>>
 

Similar threads

bigdog
Russian stock market opens March 24 2022 first time since start of war
28 29 30
Replies
587
Views
72K
bigdog
bigdog
Craton
Albo's Coal and Gas Price Cap and Financial Aid proposal
2
Replies
38
Views
4K
Smurf1976
Smurf1976
Top