Review 2/21/22 - Geo-Politics Takes Over

Putin Surprises Everyone

Welcome we will be reviewing macro events from this past week from The Post I made at the beginning of this week on 2/22/22.

I have added a Definitions page which will include all of the terms and abbreviations that I use from now on and will be referred to on every post.

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This post is going to be dominated by Geo-politics, I will mainly be focused on the effects to the market, but before I do that I want us to be mindful first. There are real people that have perished already in this conflict, and people whose lives are being upended. People injured, people whose family members may have died or been injured. When I speak about markets as I do, or about the suffering that is going on and boil it down to just a simple analysis of whether line goes up or line goes down; we often forget that we are often betting on events that have reshaped or taken peoples lives away. Try to hold on to a portion of your humanity and to be mindful of these affects on people, even if they are thousands of miles away. This can’t be a purely logical exercise, otherwise you might end up with a perspective similar to that of some of the ghouls and goblins that run our country and have little care for anything except the effects to our bottom line. Don’t forget the people.

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Table of Contents

1. New Zealand Interest Rates

2. US Bond Auctions

3. Ukraine

4. Taiwan

5. Crypto Macro

6. Conclusion

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