The war in Ukraine will have no winners. Estimates from the internet: the EU could lose 1% of GDP or Euro 175 billion (this number is probably low because the cost of hosting/supporting 6-7 million of Ukrainian refuges can be as high as Euro 100billion in the first year of the…
Who is responsible for record-high oil prices and record-high inflation? President Biden calls it “Putin’s price hike” and blames oil companies for…
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What is the point of sanctioning Russia? The Law of anticipated consequences states that “most actions are taken to achieve anticipated, rather than…
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Too many goals…can they be achieved, and how soon? I think that political leaders in the US and the EU have a lot on their plate: contain inflation…
Outlook: Reducing Demand in a period of Tight Commodity Supply Are we heading to a global recession? I think that the consensus view that the Global…
Interest rates are moving up, and equity investors are responding in a predictable way by selling highly valued stocks and buying “cheaper” stocks…
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I think that every equity strategist who wanted to publish a note on the impending economic slowdown has done so by now. The stock market however keeps…
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It would be logical to expect that negative shocks from spiking commodity prices, higher interest rates and war-related headlines should slow the…
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Leon's Weekly Stock Ideas