The next stages of nationalization (USSR, 2022)

Timothy Ivaikin
2 min readMar 1, 2022

After making impossible to use USD in offshore accounts GoR plans next steps to make USSR great again.

The authorities will allocate up to ₽1 trillion to support our actions. Now shall we live?

The money will be taken from the National Welfare Fund. The amount is huge: according to data for September 1, 2021, the volume of the entire Russian market amounted to ₽64 trillion. Less now, but still a lot.

The arrival of such a major player, in theory, will not allow our shares to collapse more.

An interesting thing comes out

The market is closed, shares are not traded. And at that moment, the authorities will buy up Russian securities when they are at their lows.

This is a plus: when trading opens, prices will be far from those that we saw on February 24th.

Cold calculation and zero emotions are the main friends of the investor.

It seems that soon there will be problems with the supply of goods to Russia

Here Maersk, a container shipping operator with a 17% share of the world market, decided to end cooperation with Russia. The company will only process orders for the supply of essential goods.

What is the risk? It will become more difficult and expensive for our companies to transport goods. There will be disruptions in supply chains, prices may rise.

All in all, a bad story. For now, let’s see where it leads. But it seems that we will pay for it again …

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