This is just the begining

Investment Analysis Clubs Liquid Lounge
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The war and subsequent disruption is causing many shortages across the world. So far many countries were drawing on their reserves and managing. But warning signs are emerging. Here is one…

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A much more severe warnings are emerging from India. India switched to LPG for cooking, and over 80% of their LPG is imported, mostly from GCC. This caused the initial supply shock. Then there is a stealth run on their currency, resulting their PM calling for deferring gold purchase, foreign travel to conserve FX. On Saturday he said..

continuing wars and global instability could reverse decades of development and push large populations back into poverty

This is pretty significant. Generally he is a very optimistic person, rarely says anything negative. Even at the height of COVID he was exuding confidence and he is steadily issuing warning. He made a 2 hour visit to UAE to sign some emergency Oil deals.

It is not just India, may Asian economies, specifically SE Asian economies are going to be hit massively. If this war is not coming to an end quickly, we are looking at recession in many asian countries.

It is US war and everyone is losing.

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The war is going on for the last 90 days now… There is no deal in sight. It looks like Iran is not in a hurry to cut any deal. I think, the probabilities of global recession or at least severe demand destruction is ahead of us. But today markets are happy, and excited about multi-trillion $$$ IPO’s.

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Wall Street continues to rely on White House optimism. But many suspect they may not be timely if accurate. Takes lots of patience. And as tanks empty problems seem likely.