On AI newsletter.....

[jonnyfrank]

SOL, you had mentioned investments in Russia in your recent AI newsletter. With most if not all of the Russia investment options shut down on the US exchanges, how do you recommend we invest in Russian companies? I find the tariff and sanction situation ripe with opportunity, but I am at a lost on how to best play it. Any insight you can offer would be appreciated. I too see the grift all around, and it simply does not smell right, but of course there is opportunity to take advantage of it. Do we have to wait two weeks due to Dolphin Club restrictions for the best insight now?

[SOL]

SOL, you had mentioned investments in Russia in your recent AI newsletter. With most if not all of the Russia investment options shut down on the US exchanges, how do you recommend we invest in Russian companies? I find the tariff and sanction situation ripe with opportunity, but I am at a lost on how to best play it. Any insight you can offer would be appreciated. I too see the grift all around, and it simply does not smell right, but of course there is opportunity to take advantage of it. Do we have to wait two weeks due to Dolphin Club restrictions for the best insight now?

There are no easy ways to play Russian stocks. It’s even tough for Russians to open an account there—they don’t make it as simple as it is here. The best options we had were ADRs and ETFs. The point I was making is that there’s no such thing as good or bad guys. In fact, “bad” might be good today. What we have is bad, terrible, and evil. The “good guys” are so few, especially in positions of power, that their impact is almost negligible.

So, we’ll have to wait for the ADRs to relist or for ETFs to open up. They will eventually, because the money on the table is too much to ignore.

There are no restrictions on discussing this topic, and I apologise for the delay. I’ve been examining more data off-screen; I’ve found it helps. Printing and reading in a quiet place makes a big difference. I’m also dedicating more time to studying AI, and man, AI is moving and advancing fast.

[jonnyfrank]

Thank you for the insight. Through no fault of your own, sometimes the newsletters offer up more questions than answers.

[SOL]

I’ll do my best to offer deeper responses that shed more light than raise questions. But the truth is, we’re dealing with a world that’s messy to the core, especially at the top. It’s so rigged, so rotten, that sometimes covering every angle feels impossible. However, I will try my level best to cut through the noise where possible.