On Drones
公開日
Several astute clients have asked us to comment on the recent extraordinary attack by Ukraine against Russia. The attack, which did not harm any Russian military personnel, occurred on June 1 and struck airfields across the vastness of Russia, as far as the Far East. According to Ukrainian officials, 41 military aircraft were successfully targeted. This information has not been verified by either Russian or Western officials.
BCA | GeoMacro
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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