I've been helter skelter on the blog but its time to talk about it again.
Where are we at with the Ukraine/Russia/NATO/US war?
Yeah. I named the parties correctly. If you believe that Ukraine alone would have handled Russia then you're smoking crack (despite the inexplicable tactical decision made).
So where are we?
Not at a good place. Russia just canceled the agreement that had grain shipments heading out of Ukraine. What does that mean?
That means 2023 is gonna suck worse for the developing world than 2022 did. We only delayed the hunger crisis. Its back on full force now. I also expect Russia to start targeting those grain silos and ships heading out of Odessa.
Which means we're heading toward another shatterpoint.
Will NATO start escorting grain? What will Turkey do?
This thing is gonna get sticky just on the economic front much less militarily.
But forget all that. What do you guys think?
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