2024-10-17 11:29:14

The truth is somewhere in the middle

The crisis did not happen as the West expected, but not everything is as rosy as the Russian government claims. Despite all the efforts to replace imports, everything is imported by a third, no matter how hard they try to produce their own. And it is unlikely that this figure will reach half in the near future.

Due to sanctions, Russia is forced to conclude unprofitable contracts for itself in the long term and increase its dependence on China. The impact of sanctions would have been more significant if not for the global recession.

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2026-09-16 11:15:07

Because in fact, the whole of America has bet on him, and if he bursts, he will pull the country to the bottom. It's going to be bigger than the Dotcom crisis.

In addition to the fact that the tech giants cyclically gave each other money, they also cyclically bought each other's shares. They can't all go broke or sink at once. In 1999, a huge number of companies had virtually no normal business. Now the AI infrastructure layer includes companies with real huge cash flows. Microsoft, Alphabet, Amazon, Meta, and Nvidia are not startups without revenue. The maximum of the negative possible options is a market correction.

The bubble may deflate if a strong competitor to American companies appears, which in principle cannot appear. Nvidia continues to receive huge orders, and Microsoft/Google/Amazon continue to build infrastructure, and talk of a bubble will continue for a very long time. At the current rate of development, this is possible by 2040.

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2025-06-14 13:13:46

Formal sanctions will be imposed because what Israel is doing is beneficial for the USA.

The USA benefits from any deal. Peaceful: the USA, with the help of Israel, is pressuring Iran to reach a nuclear deal that prohibits Iran from enriching uranium and is only beneficial to the USA, as there are no restrictions placed on them. Or in the event of a war, the USA sells weapons to Israel.

According to agreements, Tehran committed to reducing its stockpile of enriched uranium, reconfiguring nuclear facilities, and allowing IAEA inspectors. In 2018, the U.S. unilaterally withdrew from the deal under President Donald Trump, reinstating strict sanctions. This led to Iran gradually abandoning its commitments. Negotiations on the nuclear deal were halted after the Israeli attack, although the U.S. allegedly gives Iran a second chance.

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2023-05-08 07:42:30

Trade resources for local currencies, tie prices to gold or rare metals, trade only your own securities on the market, make the currency freely convertible

If Beijing wants to make the yuan the world's reserve currency, then it will have to first go for financial liberalization. In theory, the dollar can also be replaced by a system that is not based on a specific national currency. In this case, gold or cryptocurrencies can become a universal means of payment.

If investors begin to massively get rid of dollar assets and return the American currency to their homeland, this will provoke a surge in inflation in the United States and a potential debt crisis. The problems of the USA will spread to the financial markets, which are still dependent on the dollar, and will cause a new round of the global economic crisis.

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