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Harald Malmgren
Economist, geopolitical and geosecurity strategist, rethinking global finance and the role of governance in our wellbeing, author and speaker
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Harald Malmgren 7h
Alastair, your view on Merkel's current manipulation of players&Brexit oucome is different from mine, but definitely plausible
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Harald Malmgren 9h
Purpose of your rhetorical question unclear
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Harald Malmgren 14h
Hate to rain on the.popular "economy is.stronger than ever" parade, but industrial decline is.well under way, and wider recession is only months away if you believe majority of corporate CFOs who are now planning spending cuts
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Harald Malmgren 14h
Fat relief for industrial scale farming but little is reaching family farmers as foreclosures&bankruptcies escalate. Oh, by the way need to rescue GM not over
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Harald Malmgren 15h
Juncker&his team do whatever they are told to do by Merkel. If they are newly energized suggests she is under strong pressure from.German industries to do do "whatever it takes" to prevent no deal outcome(regardless of what UK MSM&MPs think is happening)
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Harald Malmgren Sep 18
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Harald Malmgren Sep 18
Mattis explained to Gerasimov that a couple of hundred Russians in Wagner posed threat to US personnel. Gerasimov reportedly replied "If they are Russians, they are not of my Russian army". To horror of some in MSM, Wagner group was " eliminated"
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Harald Malmgren Sep 18
Basel III LCR rule whereby banks must hold enough high-quality liquid assets to fund cash outflows for 30 days. But if Myanmar client borrows $100 million in The City&then reypothecates assets bought w/Thai lender, Thai lender in turn reypothecates...etc. Elusive Eurodollars!
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Harald Malmgren Sep 18
In addition to his wisdom&patience, Mattis also knew from experience how&who to strike, as when he"eliminated"a Russian Wagner gathering, after assurance from Gen Gerasimov those Russian mercenaries were not Russian uniformed army.
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Harald Malmgren Sep 18
US cyberwarfare/cyberconflict capabilities can be finely tuned, just takes focused effort. Israeli-US joint effort to implant Stuxnet one example not long ago. IRGC relies on communications&complex supply chains+money; not so hard to disrupt or steal revenues.
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Harald Malmgren Sep 18
Broad economic sanctions on Iran seem seem to me punishing wider population w/o addressing primary Iranian security threats. Wouldn't highly focused measures against IRGC&military R&D be more effective while weakening internal terror destabilizing Iran society?
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Harald Malmgren Sep 18
Robert Cutler provides deeper insight into ongoing struggles among mullahs, ambitious leaders within IRGC, and political, elected Iranian personalities. For now, it seems IRGC using violence to take power in Iran&among its neighbors. Can US find tools to weaken IRGC?
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Harald Malmgren Sep 18
A somewhat similar complexity exists with "Russian" private military groups (e.g.Pregohzin's "Wagner" army operating in several countries in Africa, Libya, Syria). Difference is Russia military chief openly denies such mercenaries are connected to his Russian army
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Harald Malmgren Sep 17
Within Iran are competing powers. Elected government seem to have little influence with Iran Revolutionary Guards Corps (IGRC) which reports only to Khameini. IRGC also internally suffers power rivalries. Who inside IRGC to blame?
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Harald Malmgren Sep 16
Multiple players in multiple locations have oil/fuel market disruption motivations, maybe boost oil prices, maybe disrupt ARAMCO IPO, etc. Even within Iran semi-autonomous divisions of IRGC not subordinate to Iran President w/their own ambitions. Pit of vipers: which ones?
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Harald Malmgren Sep 15
Leadership quality in governments throughout world in doubt. Public service seems to have low appeal to younger generations. We need to find ways to encourage those in their 20s to think beyond personal wellbeing to help avert economic& social decay&disorder
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Harald Malmgren Sep 15
This is how Germans drive their economy these days!
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Harald Malmgren Sep 15
Germany "plugging into BRI" won't help Germany much as everything needed to build out BRI China now produces&sells on more favorable financing terms than Germans can offer.
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Harald Malmgren Sep 14
I was referring to some German Twitter comments disparaging my suggestion that China might have interest in "Germany's future technologies." More attention to details of who is saying what recommended.
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Harald Malmgren retweeted
Danielle DiMartino Sep 14
Signs of ‘Pure Froth’ Emerging in Credit Markets, Cantor Says “A greater share of high-yield companies have obligations equal to more than seven times a measure of income known as earnings before interest, taxes, depreciation & amortization” Ceccini wrote.
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