Russia
Video from China/Japan Presentation and DC Trip
I had been in DC a few times before but never really had time to see the city. I took my almost-ten-year-old son Jonah with me on this trip, and we had an amazing experience.
Randoms: Invitation to Presentation; Vodafone; Russia
I’ll cover a lot of random subjects, but let me start with an invitation. I was invited to give a talk about China and Japan at my alma mater, the University of Colorado at Denver.
Dear Mr. Ex-KGB
Dear Mr. Ex-KGB, desperate times call for desperate measures. No kidding. I understand why you took the collapse of the Soviet Union model added some wishful thinking and applied it to the United States.
Russia Wrestles With Ruble Collapse
Bad decisions when times were fat spell a rough road ahead for those who hold their savings in Russian currency. It is amazing how things change in a few months.
Fly, Don’t Buy Airlines or Why Big Banks Make Dumb Loans
Why would somebody ever give a loan or buy airline bonds of any country? I can understand buying distressed bonds or maybe a stock as a trade.
Russia: We Don’t Need the West Anymore
Royal Dutch Shell's $7.5 billion sale to Gazprom may have been coerced by the Russian government. Vitaliy Katsenelson looks at the Sakhalin-2 sale and examines the long-term implications if Russia disregards Western investment.
Russian Thievery
The Russian government's threat to suspend licenses for two giga-billion projects by TNK-BP, in part owned by BP (BP) and Royal Dutch Shell (RDS-A), is not uncharacteristic of Russia and its very short term thinking.
