Codywillard

The fog of war is thick now, which makes the markets less certain, which over time can contract multiples and bring down valuations. I’ve talked before about how we are in a currency war and how the “fog of war” is building, making this and other geopolitical conflicts potential Black Swan events. And you can bet that there will be continued escalation and U.S. involvement in Ukraine. Did you forget this all-important factoid about Ukraine/U.S. ties and the conflicts of interest therein? Biden’s Son Joins Board of Gas Company Linked to Ousted Ukrainian President — The facts: Ukraine Energy Co. has lots of “legal rights” to lots of energy fields in Ukraine. If Russia takes over Ukraine, those “legal rights” will be gone forever. Best way to save your company? Weeks after Joe Biden visits, you appoint his son to your Ukraine Oil Co., and now the U.S. will say its got U.S. interests in Ukraine. Much more “aid” from U.S. taxpayers to support the Biden kid’s company and the regime now in power in Ukraine and perh