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Links — 29 Jan 2022 AM

Summary:
Energy Intelligence (good analysis of the moves on the board)Russia Moves Toward Checkmate on UkraineScott Ritter, former US Marine Corps intelligence officer, serving in the Soviet Union as an inspector implementing the INF Treaty, on General Schwarzkopf’s staff during the Gulf War, and from 1991-1998 as a UN weapons inspectorhttps://www.energyintel.com/0000017e-a069-de39-a9ff-bbf980230000Defense One (strategy)Russia Is Teaching a Master Class in ‘Decision-Centric' WarfareDan Patt and Bryan Clark | Hudson Institutehttps://www.defenseone.com/ideas/2022/01/russia-teaching-master-class-decision-centric-warfare/361310/The Hill (everyone else seems to believe they can read Putin's mind)Kirby: 'It's really unclear' what Putin's thinking amid rising Russia-Ukraine tensionsCaroline

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Robert Vienneau writes Profits Not Explained By Merit, Increased Risk, Increased Ability To Compete, Etc.

Energy Intelligence (good analysis of the moves on the board)
Russia Moves Toward Checkmate on Ukraine
Scott Ritter, former US Marine Corps intelligence officer, serving in the Soviet Union as an inspector implementing the INF Treaty, on General Schwarzkopf’s staff during the Gulf War, and from 1991-1998 as a UN weapons inspector
https://www.energyintel.com/0000017e-a069-de39-a9ff-bbf980230000

Defense One (strategy)
Russia Is Teaching a Master Class in ‘Decision-Centric' Warfare
Dan Patt and Bryan Clark | Hudson Institute
https://www.defenseone.com/ideas/2022/01/russia-teaching-master-class-decision-centric-warfare/361310/

The Hill (everyone else seems to believe they can read Putin's mind)
Kirby: 'It's really unclear' what Putin's thinking amid rising Russia-Ukraine tensions
Caroline Vakil
https://thehill.com/policy/defense/591924-kirby-its-really-unclear-what-putins-thinking-amid-rising-russia-ukraine

War on the Rocks (“Russia will perceive any ballistic missile launched at its territory as a nuclear attack that warrants a nuclear retaliation.”)
WHY INTERMEDIATE-RANGE MISSILES ARE A FOCAL POINT IN THE UKRAINE CRISIS
BRENNAN DEVERAUX

Zero Hedge (surprise–countries pursue their own national interests)
NATO Row Erupts As Latvia Blasts Germany's "Immoral & Hypocritical" Russia, China Ties
Tyler Durden
https://www.zerohedge.com/geopolitical/nato-row-erupts-latvia-blasts-germanys-immoral-hypocritical-russia-china-ties

Interfax/Ukraine (calling BS on disinformation)
Ukrainian Defense Ministry calls messages about Moscow sending medical materials to border with Ukraine information and psychological warfare
https://en.interfax.com.ua/news/general/794926.html

Sputnik International (imperial overreach becoming obvious?)
Ukraine's Dilemma: How US & NATO Are Beating the Drums For a War They Are Unwilling to Fight In
https://sputniknews.com/20220129/ukraines-dilemma-how-us--nato-are-beating-the-drums-for-a-war-they-are-unwilling-to-fight-in-1092606778.html

The Vineyard of the Saker (longish and detailed)
Foreign Minister Sergey Lavrov’s interview with radio stations, January 28, 2022
Foreign Minister Sergey Lavrov’s interview with Sputnik, Echo of Moscow, Govorit Moskva and Komsomolskaya Pravda radio stations, Moscow, January 28, 2022
http://thesaker.is/foreign-minister-sergey-lavrovs-interview-with-radio-stations-january-28-2022/

China Sitrep: Cookies, Lil’Blinky and The Pain Dial (Russia and China take the gloves off. US shocked.)

Amarynth
http://thesaker.is/china-sitrep-cookies-lilblinky-and-the-pain-dial/

AntiWar (putting the US on notice)
Chinese Ambassador Warns Increasing US Ties With Taiwan Could Lead to War
Dave DeCamp
https://news.antiwar.com/2022/01/28/chinese-ambassador-warns-increasing-us-ties-with-taiwan-could-lead-to-war/

Moon of Alabama (satire)
China, Where Everything Vanishes
https://www.moonofalabama.org/2022/01/china-where-everything-vanishes.html

TASS
Kazakhstan’s unrest was masterminded by professionals, President Tokayev says
https://tass.com/world/1394943

Statistical Modeling, Causal Inference, and Social Science (about as bad as it gets)
Fools at the Hoover Institution: The gift that keeps on giving
Andrew Gelman | Professor of Statistics and Political Science and Director of the Applied Statistics Center, Columbia University
https://statmodeling.stat.columbia.edu/2022/01/29/fools-at-the-hoover-institution-the-gift-that-keeps-on-giving/



Mike Norman
Mike Norman is an economist and veteran trader whose career has spanned over 30 years on Wall Street. He is a former member and trader on the CME, NYMEX, COMEX and NYFE and he managed money for one of the largest hedge funds and ran a prop trading desk for Credit Suisse.

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