@silverfarmer24@SantiagoAuFund So very loosely then, paper hands. The $ thesis is to hold until Fed decides they're tightening global liquidity too far
@WEBylines@WessexSaint@m_bathgate@andrew_lilico The plebs voted for this - Tory government, "free market will solve everything" (why we closed Rough). Well now the free market is fixing it through prices
@MenthorQpro@PauloMacro No not really, what happened in Sri Lanka is unique. Organic farming disaster -> burn FX importing food -> covid kills tourism income -> FX depleted
@HayekAndKeynes It's possible yes, but can't be sure either way because Kremlin is a denial factory. Certainly they have no reason to protect Ukraine civilians, because "any that don't welcome Russian liberation must be Nazis"
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