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#173 - Ukraine: A Tipping Point?

“The supreme art of war is to subdue the enemy without fighting.” - Sun Tzu

I have been thinking about a question the past two weeks since Russia invaded Ukraine and am torn between two alternatives: Should NATO declare a no-fly zone?

On the one hand, there is the case that strangling financial sanctions will choke off Russia's ability to wage war (see Scott Galloway's case below) and declaring a no-fly zone risks a nuclear escalation. On the other hand, there are many that believe that Ukraine is just phase I of a broader consolidation of power behind a Russia-China Eastern Front that must be dealt with swiftly to prevent further conflicts from spreading westward.

What is your response to the NATO policy question?


The Changing World Order: Focusing on External Conflict and the Russia-Ukraine-NATO Situation (Ray Dalio)

Yacht's and War (Scott Galloway)

Thinking about Lincoln in a time of war and economic stress (Roger Lowenstein)

Tipping points in Earth's geophysical and biological systems (Climate Etc.)

Meet the world's most reknowned Airbnb'r (The Hustle)

A history of invasions and wars and markets (Jamie Catherwood)

Building a business that lasts 100 years (Martin Reeves)

On the cusp of an economic singularity (Doomberg)

Berkshire Hathaway Annual Letter (Warren Buffett)

Berkshire Hathaway Annual Report (Link)

Josh Wolfe on innovation and investing process at Lux Capital (Capital Allocators)

Mark Zuckerberg wants to build a voice assistant that blows Alexa and Siri away (Vox)

Semper Augustus annual letter to investors (Link)

How diesel giant Cummins might beat Tesla at the green engine battle (Forbes)

Looking at energy use in US residential buildings (Construction Physics)

Will rising interest rates bring balance to the housing market? (First American)

A social credit system arrives in Canada (David Sacks)

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