Currency and money markets news scan: Positioning ourselves to benefit from a rebuild of Ukraine infrastructure.
The takeaway: Turning the Ukraine-Russia war into a play on infrastructure. Among my general thesis about government is that it plays a role in making a market. In the 1700s and 1800s, the United States was in essence a realtor, selling land to settlers who promised to develop the vast territory of the United States. … Continue reading Currency and money markets news scan: Positioning ourselves to benefit from a rebuild of Ukraine infrastructure.
Lawyers Write the Bets. Bankers Sell the Bets. 