Russian bond yields, somewhat inflated in the last few days. https://x.com/jayinkyiv/status/2072572099240087890 (View Post)

There’s only 7 GOATs there, should be nine this year. (View Post)

Russia’s second-largest producer of petrol, Lukoil’s Kstovo refinery, appears to have an unexpected conflagration issue this morning. That’s unlikely to make the queues at the petrol stations any sho… (View Post)

The Russians in Batumi, rather like the Russians I see in Dubai, are the top 1% wealthy ones who can afford to get out or wait to see what happens. Russians on the median salary of $500/month, on the… (View Post)

So Ukraine is hitting oil refineries, today in Kstovo and Russia is hitting apartment blocks, today in Kyiv. https://x.com/nafovoyager/status/2072538676941234684 Oh, and the Tsolov refinery is the se… (View Post)