Russia
Video from China/Japan Presentation and DC Trip
I gave a presentation on China/Japan at the “Rethinking Seminar” at Johns Hopkins University Applied Physics Lab. My presentation was ...
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 ...
Dear Mr. Ex-KGB
I’ve received so many emails about the WSJ front page article in which the Russian expert, a professor and ex-KGB ...
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. ...
Fly, Don’t Buy Airlines or Why Big Banks Make Dumb Loans
If I’ve learned anything over the years, it’s that people don’t learn. Recently, I talked to my cousin who is ...
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 ...
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. The Russian government argues that it is based on environmental concerns. Nothing, I repeat nothing, in Russia gets done based on environmental concerns. The government simply wants to muscle in on a larger stake in the projects.
