3min chapter

Odd Lots cover image

Marko Papic on What Markets Got Wrong About Russia's Invasion of Ukraine

Odd Lots

CHAPTER

The Constraint Framework in Politics and Geo Politics

The last seven months has been president puten and russian leadership becoming intimately aware of the material constraints as they have articulated themselves in objective reality. And it's been a beautiful thing to watch, because it shows the benefit of having a framework in thinking about politics. As an investor, if you get the initial decision by policy maker wrong, your framework is still useful. You just say, like, oke. While pross makers ignored it, theyre may be unaware of their constraints. They're about to find out what those constraints are. In fact, the market will become even more stretched, and the offer opportunities will be even greater.

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