Skip to content
Opinion
John Authers

Weighing Up Risks of Stagflation and Armageddon

The invasion of Ukraine puts in play a world from the past that many investors much under 50 haven’t experienced before.

The threat of nuclear apocalypse may cause a market “freak-out.” 

The threat of nuclear apocalypse may cause a market “freak-out.” 

To get John Authers' newsletter delivered directly to your inbox, sign up here.
 

Much has happened this past week, and I haven’t recorded it because I was taking time off with Covid-19. Thanks to all those who’ve been in touch; it’s very welcome. I’ve now tested negative, and life can return to normal. What’s been most difficult, after a few days of unpleasant symptoms, has been what everyone describes as the “brain fog.” I now know what this means, and it’s made it harder to follow events both in the real world and financial markets. Here are some of the broad conclusions as the fog lifts: