ADAM TOOZE

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In early 2000s, the promise of uncorrelated returns though diversification helped establish commodities as an asset class -> $200bn AUM

February 4, 2022

In early 2000s, the promise of uncorrelated returns though diversification helped establish commodities as an asset class -> $200bn AUM in indices like BCOM/GSCI. But those indices are relatively narrowly based. Do not include European energy!
ft.com/content/97d273… https://t.co/Q1uYDeNbp5

In 1994 Barry Posen devised a defense strategy for a newly independent Ukraine which envisioned a Manstein-styel flexible defense v.

January 29, 2023

In 1994 Barry Posen devised a defense strategy for a newly independent Ukraine which envisioned a Manstein-styel flexible defense v. Russian attack. See Chartbook Newsletter

Chartbook Newsletter #191 on the vertigo induced by placing the Russian war on Ukraine against backdrop of longer history of

January 29, 2023

Chartbook Newsletter #191 on the vertigo induced by placing the Russian war on Ukraine against backdrop of longer history of armored warfare & Soviet Union's

Dribbling in a brigade and then a division's worth of Western tanks into a war fought btw heirs of the

January 29, 2023

Dribbling in a brigade and then a division's worth of Western tanks into a war fought btw heirs of the Soviet tank tradiion. Cartbook Newsletter