The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely | #426
The Meb Faber Show - Better Investing
The Russian War in Ukraine Could Just Play Out
The russian state in its current form is indefensible. The united states military has not had to use a supply chain for general warfare since the seventies. We have already given the ucranians a quarter of our total store of javelin missiles, which they love. And if we operate the existing supply chain system to mass out production, we not have enough to replace that system for over two years. Either the us. Is going to have up its game in turn of invovement and risk that direct conflict, or it turns into a partisan war where the uCranians have fallen and are fighting from behind enemy lines now.
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