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aka #MilkshakeMan You either believe in magic or you believe in math. If you believe in math, buy gold... (and dollars) NOT TRADING ADVICE

Jan 14, 16 tweets

Can't go a day without someone saying Russia going to invade Ukraine and nothing the Biden admin can do to stop it.
And the media is happy to paint the situation as an evil attempt on Putins part to take over a sovereign nation despite US's own record.

Whatever you think of Putin, I hope we can all agree he is not a stupid person. Like him or hate him, he has been an extremely effective leader. And has probably played the hand he was dealt better than any of his peers. And even the f'ing birds respect him.

Part of this theory for the imminent invasion of Ukraine is bc Biden is weak and Europe is in an inflationary energy crisis. And with Europe dependent on Russian Natural gas to keep warm, the timing is good for Russia.

But is it?
It's already the middle of January.
Winter lasts another 2 months. Maybe 3.
Not too much longer before the Nat Gas card starts to lose at least some of it's value as the ice in Europe starts to thaw.

Also, a cold winter is always seen as a negative for Europe. But isn't it also a negative for any military action? Do you think Putin doesn't know history? I seem to remember a little something about a war that was fought on the Russian border in the middle of winter.

The longer he waits to ensure a sunny day for his tank parade the less valuable (at least in short term) his natural gas card becomes. So while it's certainly not impossible, it's not as if Putin doesn't have any challenges in his way. He's got a few ups and downs to consider.

And what about first half of the #DragonBear as described by @vtchakarova
Isn't China throwing a big party next month?
Is Putin really going to ruin his best friends plans right before the opening ceremonies?
That's only slightly less rude then peeing in the Champagne.

Could wait until after closing ceremonies similar to what he did after Sochi. But wouldn't have the same element of surprise as last time. And again, the longer he waits, the less effective the gas card becomes. So...what to do...what to do...

In meantime, don't forget there is already a coalition threatening to sanction Russia. Does Putin care about sanctions? I think he cares but he would never admit it. And I'm sure there's a part of him that would just react like this if the coalition tried to tell him what to do.

The better play IMO would be to wait. Let some of the chatter die down. Play it off as more Western propaganda and fear mongering. Let the West think they stared you down and won. And let them get back to their reality shows & tik tok videos.

Then in the late summer...early fall...when the rest of the world thinks you are on vacation & eating ice cream, you hatch your plan.

As the skies start to get a little less blue, and the winds start to change, and the seasonal Nat Gas prices just barely start to rise, thats when you fail to meet a delivery of energy. And of course you say it was just an accident...a miscommunication...

And then as NG prices rise a bit more, the US is gearing up for mid term elections and attention is focused elsewhere...but it is still sunny enough for your parade, you start make your move towards the border. You say its just a normal defensive move against Nato expansion.

And then another delivery is missed.
Europe & Ukraine are like "What the hell, its starting to get cold." And Putin is like "its gone".

And then, if he decided to, that would be time to move in. Bc Ukraine's allies would be focused elsewhere, Ace card would be rising in value and would be harder for resistance to hold out heading into dead of winter. And those few who had been paying attention would be like...

And of course this is all just speculation as I'm sure whatever the various options are Putin has already war gamed them out and knows it a hundred times better than I ever will.

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