Thoughts From A Geopolitical Dojo

Posted On Apr 9, 2022 By Addison Wiggin

I thought I’d picked a tough row to hoe this week, tacking inflation as a result of monetary policy and Vladimir Putin’s motives for war. Then, mid-week, I opened my copy of Marc Faber’s April Gloom, Boom and Doom report. It’s 46 pages long, which is a lot for a monthly newsletter. But, once I started I read the whole thing. If you know Dr. Doom’s work, you’ll recognize that’s a feat. He’s a beast – an archetype in our business! To my honor, the first part of the newsletter tackles Russian motives for the invasion, the latter part ties it into among other things, monetary policy of the Federal Reserve. What follows is my attempt to connect these big ideas to the news cycle.

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