Winners, Losers And Links
Winners
Refugee NGOs - Money will pour in, and if we calculate for their maliciousness, the money won’t go to war refugee programs but more barges for the Libyan human trafficking program.
Boomers - They get their Cold War programming activated for a baddie they have familiarity with and a solid opponent. It is a nation state and a long time opponent. This is comforting in the chaotic period of their sunset years.
Metals Miners - If the Russians embargo the West or the West ban Russian materials, good times ahead.
Losers
Commuters - Gas blowing through summer averages in March.
Third World Peasants - The few wealthy in the Third World will eat fine, but the elimination of agricultural exports from Russia and Ukraine will crush the peasants. Food inflation led to the Arab Spring. Could happen again.
Russian Artists - Some of the best artists in the world are being removed from galleries, book shelves, dance troupes and orchestras due to a psychotic hysteria.
Links
China has a more nuanced and complicated view of Russia than you may assume.
Fantastic read. Heroes rise, Monsters fall.