screenshot

One shouldn’t think that if China seizes Taiwan, it will gain control of TSMC’s chip production facilities. I believe the Americans will destroy them quickly with precision strikes — China won’t get anything.
#China #Taiwan #USA

A huge number of Russian enterprises that benefit from the state’s monopoly protection — shielding them from competition — will lose their place under the sun. The most striking example is the Russian aircraft manufacturing corporation, which is trying to produce import-independent Superjets and MC-21s that are becoming heavy, fly short distances, and have inefficient engines. In global competition, they will lose. Such companies have no future.
#Russia #Economy #Economy of Russia

I think we can confidently predict that at the next meeting the rate will also remain unchanged, and this will continue until the end of the summer — I believe until around August. The Central Bank of Russia will not change the key rate until the end of summer.
#Economy of Russia #Russia #Economy

I don't really understand whether this deal can actually be implemented or not. And I have serious doubts that it will even start working before the end of Donald Trump's presidential term. (The deal between the U.S. and Ukraine on rare earth metals.)
#USA #Ukraine #Economy

A speculative financial instrument, in my understanding, with no future beyond Donald Trump's presidential term. When the rapid collapse of this Trump-coin will begin, no one knows. It could happen on the last day of Trump's presidency or midway through his term.
#Cryptocurrencies #Trump #USA #Economy

No, I don’t think so. I think he’s more likely to face the fate of either Brezhnev or Portugal’s dictator Salazar, who simply fell into an unconscious state, with a virtual reality created for him, while in the meantime, agreements were made with the rest of the world. In response to the question: "Will Putin face Assad’s fate?"
#Putin #Russia

The rate is likely to be increased. The key interest rate in Russia in December 2024.
#Economy of Russia #Russia #Economy

I think that the first years, if not decades, of Mars exploration will be carried out by robots. Speaking about building stations on Mars.
#Science and technology #Space

I can confidently state that levels of 105, 110, 120, and even 130 are ahead. But I can’t say when it will happen. Rubles per Dollar.
#Ruble #Dollar #Economy of Russia #Russia #Economy

So far, I don't see any significant displacement of the dollar from its status as the world's primary reserve currency.
#Dollar #Economy

We need to monitor the reactions of Iraq, Kazakhstan, and Russia. These are three countries that are violators of the OPEC+ agreement. If they do not take any swift actions to reduce oil production and supply to the global market, I believe there is a high probability that the Saudi authorities will eventually turn the tap on and Saudi oil will flood the global market. It seems to me that this scenario is much more likely because, ultimately, all agreements within OPEC end up being violated. After that, the agreement collapses, and there is some stress in the market, prices drop quickly, after which they regroup and prices stabilize and start to rise.
#Oil #Saudi Arabia #Russia #Kazakhstan #Iraq #Economy

I don't think that not only until November 5th (the day of the elections), but even until January 20th... I don't think that any serious negotiations can take place during this period.
#War in Ukraine #Ukraine #Russia

I think that after Putin, the war will stop quite quickly, if it is still ongoing by that time.
#War in Ukraine #Ukraine #Russia #Putin

Will anything change in the support for Ukraine after the midterm elections? My answer is no. There will always be enough majority to pass the law on financial military support for Ukraine. Referring to the U.S. elections in November 2022.
#Ukraine #USA #War in Ukraine

I think not. Response to the question: "Does Putin have the ability to escalate the energy crisis in Europe to the point where he can push for the opening of Nord Stream 2?
#Gas #Europe #Russia #Putin

My prediction is that Putin will not be able to win this struggle, despite all efforts. In the gas "war" with Europe.
#Gas #Russia #Europe #Putin

In 2-3 years, Europe will completely refuse Russian gas.
#Europe #Russia #Gas