![]() ![]() There have been reports of progress on ceasefire talks but nothing concrete yet, and there does not seem to be enough pressure to make Putin pull back, even though the speed of the war is clearly going much more slowly than he anticipated. The war continues to rage on, with increasing civilian deaths in Ukraine. ![]() If I were a domestic Russian investor, I’d be buying Russian stocks with a careful amount of capital (along with gold and bitcoin, and foreign assets where possible), but of course foreign investors have political and ethical realities to be aware of regarding any Russian assets now, so that market is not really investable for most people. Some like Lukoil have partially bounced back well considering the circumstances, while others that were more directly impacted by sanctions like Sberbank remain in a collapsed (but potentially bottoming) state. However, the ruble began slipping in the weeks prior to the invasion, and it hasn’t yet fully recovered to that level, but it’s close:Īlthough the US-dollar denominated ADRs and ETFs are not trading, ruble-denominated Russian stocks are trading again. Meanwhile, the Russian ruble has recovered all of its losses vs the US dollar that it encountered since the day of its invasion of Ukraine. Therefore, ongoing Russia/Europe relations around gas deliveries remain tense. But also, Russia has no immediate ability to sell all of its gas elsewhere, either, and so it would lose that revenue. Such a transition will take a lot of time and expense. Contracts are difficult to renegotiate in a short period of time.Įnergy rationing is on the table in some European markets because if supply contracts break down, Europe has no immediate ability to replace all Russian natural gas with LNG. This has caused some recent market turbulence and confusion. ![]() Russia has demanded that “unfriendly” countries, now including many European countries due to sanctions, begin paying for gas in rubles by opening a Russian bank account and doing a euro/ruble conversion. WTI crude continues to trade at rather high prices, and has experienced extra volatility due to the war and sanctions. This section walks through updates on some of the major items impacting markets. This continues to be a time with significant macroeconomic uncertainty, with energy shortages, central bank tightening, yield curve control, and other issues. Lastly, the stock section of this report highlights a number of companies and industries that still have favorable growth prospects for 20 at a time when analysts are rather bearish on growth expectations for the broad S&P 500. Then, there is a significant bitcoin and crypto update. Lyn Alden has a networth of $4.6 million.The macro section of this report focuses on energy, interest rates, and currency comparisons, and takes up extra length in this report due to the complexity of current macro conditions. This year, reports have said that Lyn Alden has reached $4.6 million net worth for her company, independent investments, and a private consultant to stocks investors. Alden also has shows and podcasts, advisors to stocks and investments, consultants for start-up companies, hedge funds, and executive committees of large institutions. She gets more revenue from an investment research service covering retail and institutional investors. Lyn has multiple sources of income thus gets higher income per year. Stock Analyst Alden is a successful investor, engineer, and stock analyst. They remained private ever since they were married. There are no more reports regarding Lyn and her husband’s current marriage situation. But it is confirmed that she married an Egyptian Muslim man. There are no sources about who did Lyn Alden was married. Only a few of the guests arrived, and also sources say that Alden and her partner only spent $800 in total for their wedding. Reports have said that the wedding is intimate. Lyn Alden is already married to her husband since 2018. Lyn Alden’s Wikipedia page doesn’t exist.
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