Paweł Niezbecki

@szaulo.bsky.social

Spad z karuzeli życia Puławy, Rzeczpospolita Kibolska

The price of America “winning” and “finishing the job” would be devastation of oil refineries all around the gulf, collapse of Iran as a state and likely refugee crisis of 20M people migrating to Turkey. Markets do not want this sort of “victory”.

The dark truth few want to contemplate is that the markets want America to surrender and leave the Middle East. Markets just want cheap flow of goods. They don’t care about America “winning”. They want an end to this nonsense. And a rapid American defeat is the quickest way.

Wildberries is also most indebted company in whole of Russia. It's carrying about $10 billion worth of debt. Most of that debt is held by state-sponsored, state-directed VTB Bank. Thinking in Kyiv seems to be that if they can bring down Wildberries, maybe they can bring down VTB Bank.