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Sunday, February 27, 2022

Why is Ukraine Crisis the West's Fault?

Well, Putin is indeed more stupid to invade Ukraine, which is likely bringing himself and Russia into a messy swamp. Not sure he can easily climb out of the deep trap! While Putin is definitely a bully-man against the mankind, we have to ask what has really caused the Ukraine crisis?! Maybe Prof. John Mearsheimer can provide some insight to find the answer: It is West's Fault, leading to the Ukraine crisis!  As a matter of fact, Prof. Mearsheimer had already predicted 6 years ago all the things which are happening today in 2022!!
https://youtu.be/JrMiSQAGOS4

What Idiot Joe has done is simply giving Putin more "incentives" to initiate the war. Who can be more stupid than the Idiot Joe to make it very clear to Putin that NATO dared not to directly confront with Russia if they invaded Ukraine?! I also find and share below some interesting thought about the crisis from a friend. 

【西行小宝】白痴登集团纠集西方沼泽地各国(欧盟,法,德,意,英,加)联合声明:对俄罗斯采取5项禁运措施。把选定银行移除SWIFT系统(约70%的俄罗斯银行),限制俄罗斯中央银行部署其国际储备,对发动乌克兰战争的关键个人制裁,冻结关键个人和机构资产,最后沼泽地集团还要配合打击虚假信息(另一种形式的混合战争)。


然而,不要忘了,在普金发动对乌克兰的军事行动当天,这些沼泽地集团就从俄罗斯购买了价值7.5亿美元的天然气,石油,各种贵金属。也不要忘了,上面这五项措施中没有对俄罗斯出口石油和天然气进行禁运。 俄罗斯是美国进口石油的第二大供应商。至于天然气,就更不用提了。德国(49%),意大利(46%)以及其他北欧东欧的国家有的100%依赖俄罗斯天然气。


今天,世界最大的天然气上市公司,收入在俄罗斯最大的公司,Gazprom的财务总监,忽然被发现在圣彼得堡自杀。有意思的时间,让人无限遐想。


那么,如果以上国家把俄罗斯踢出SWIFT系统,俄罗斯出口给这些国家的天然气资金怎么回收?俄罗斯是否会拉闸断气?是否会停止向美国运油?那么,这些制裁俄罗斯的西方沼泽地各国将无疑把自己推向更加困难的经济状态。


俄罗斯很早就已经发展了自己的支付系统MIR,如果本次禁运让俄罗斯成功使用MIR跟伊朗,中国等盟友顺利使用MIR,那么,这将对美元构成不小的冲击。


此外,如果俄罗斯中央银行被限制使用相当于4030亿美元(只有120亿是美元,剩下的是其他货币)的外汇储备支付,这将是更为严重的战争行为。也许,这就是为什么普金忽然推动立法,让加密数字货币成为合法货币。此外,俄罗斯的选择还有一条,就是用黄金支撑卢布。过去10年,俄罗斯一直在累计黄金,到去年12月,俄罗斯囤积的黄金已经搞到3600公吨。


因此,在未来几个星期,石油,天然气,黄金,美元及其他货币将会出现不可预见的波动。如果西方沼泽地国家只是雷声大雨点小地做做样子给普通人看,则没有大的金融市场动荡;如果沼泽地集团冻结俄罗斯外汇储备,这将是两败俱伤的行为。不但会有扩大战争的风险,也会对金融市场造成更大的影响,也许会引发全球金融市场超级震荡。


With respect to the market reactions, it is not the time to sell everything due to panic, especially those long term investments. See below some major crises in the history and how the market reacted and moved on following each crisis. I personally placed some open orders to buy into panicky selloffs in the past week, for which I also posted my thought in my chat groups. After two days panicky buying following initial panicky selloff when the news broke out that Russia started the invasion, I took the short term gains off the table and am starting to bet on the downside low testing in the days ahead. This is a very fluid situation that moves the market in either direction constantly following each piece of news, negative or positive. But betting against each extreme is usually a good strategy with higher odds to gain!

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