Latest Insights on LLAP
The Hidden Risk of Russian Collapse March 14, 2022 Big Picture. Big Profits., Global Economy, News Today Ted Bauman and Clint Lee look past the headline hysteria in this week’s Your Money Matters to talk about a potential time bomb in the global debt markets. Namely, the increasing risk of a massive Russian default and how it could send shock waves through the world financial system.
CrowdStrike’s Crowd-Pleaser; Build-A-Bear’s Blunder; Asana’s Attitude Adjustment March 10, 2022 Great Stuff Only You Can Prevent Cybercrime… Hold up, first I gotta prevent forest fires. Now I’m an online crime stopper? I didn’t sign up for this! It’s Thursday, m’Great Ones, and if you couldn’t tell by now, we’re overdue for our weekly cybersecurity shindig — a celebration of cyber-sleuthing, if you will. I mean, this wasn’t […]
Putin vs. the Fed (vs. Your Portfolio) March 9, 2022 Big Picture. Big Profits., Global Economy, News Yesterday, President Biden announced a ban on Russian oil imports to the U.S. The announcement boosted oil prices, now up a full 70% per barrel since the start of the year. But what if that’s only the beginning?
Bitcoin’s Balboa Moment, Zoom’s Doom & SalesForce’s NFT Backroom March 1, 2022 Great Stuff Bitcoin: There’s No Easy Way Out Great Ones, Bitcoin’s (BTC) not indestructible. Baby, better get that straight. I think it’s unbelievable how crypto gave in to the hands of fate. But some things are worth fighting for. Some investments never die. I’m not asking for another currency — I just wanna know why! There’s no […]
The 1st War of the Globalized Era March 1, 2022 Big Picture. Big Profits., Investment Opportunities, News Would World War II have come as quickly as it did? Probably not. In reality, Germany was already isolated. After 1933, the Nazis moved to make the country self-reliant. Everything went to Hitler's war machine. Germany didn't depend on Europe for anything in 1939, and vice versa. From its spurious historical rationale to its bloodiness, Vladimir Putin’s invasion of Ukraine is a carbon copy of Hitler’s invasion of Poland (with one exception: Putin's blitzkrieg appears to be failing in the face of fanatical Ukrainian resistance).And yet, Russian commodities still flow westward. Although Western sanctions have ratcheted up faster than I expected, there are still big carve-outs for Russian energy exports.





