Balkan Devlen
254 posts

Balkan Devlen
@BalkanDevlen
Co-founder and Principal @Pendulumgroupca Geopolitical Advisory. Also @MLInstitute @CNAPS_ @CU_NPSIA @superforecaster. Banned by 🇷🇺


My latest, on the continuing fiasco at the CPP investment fund, which has now spent more than $50 billion over twenty years to lose about $100 billion relative to what it might have earned, for an equal amount of risk, if it had just bought the relevant indexes — or flung darts at the stock listings. theglobeandmail.com/opinion/articl…



This is completely grotesque. No surprise that half of the article is quite literally the author saying "the Russians told me that this is true."








“We have frankly all collectively perhaps underestimated the magnitude of this emerging axis and the strategic impact it’s having… These growing webs of sanctions evasion, tech sharing, disinformation, collusion, coordination, potentially in the area of sabotage across that spectrum of hybrid warfare, there was more going on than we were attuned to.” “Putin is in the process of regaining the momentum in [Ukraine], thanks in part to the infusion of North Korean troops.” “We won’t take the disruptive deterring types of measures that we need to pick apart this axis as we need to, until we shift our mindsets… and become more assertive… If we don’t face up to the reality that Putin is only still in the war in Ukraine today because of China’s economic and dual use support, we’re not going to fashion effective strategies for countering China’s strategic ambitions.” “I think driving wedges between them is pretty fanciful”




next person who says 'prior' when they just mean 'belief' is gonna get a kick to their 'posterior'






