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Trump's numbers on US vs Europe aid to Ukraine are reversed.

Trump provided zero plan last night about how to end the war, apart from Ukraine’s surrender in effect. The impact of that on Europe and NATO would be devastating. Trump waved his white flag from his bone spurred arse.

This is extraordinary. Those clever Ukrainians.

From a G-Zero to a G-Ego world. open.substack.com/pub/timothyash…

Mearsheimer is correct here on Israel/Gaza but wrong on Russia/Ukraine.

Most significant geo-political event this year?

Vance is an idiot. Zero clue why Putin invaded which is that he just does not accept Ukraine’s right to exist. He will go in again unless he is beaten.

Attack on NATO state? How about NATO extending air cover?

Trump clearly has an Ukraine peace plan - bend over to Putin and surrender Ukraine to Russia. Wave the white flag to any Russian aggression. Was all this agreed in his prior private meetings with Putin in Helsinki et al?

Clear that US elections are the biggest geopolitical event this year.

Why is the IMF set to hold Article IV discussions with Russia? What to advise the Russian authorities how to better manage their economy to be able to defeat Ukraine? This is disgraceful.

How does the IMF think it’s fine to advise Russia how to better manage its economy - the same economy waging war, and committing war crimes against Ukraine? open.substack.com/pub/timothyash…

Is the IMF brain dead or just tone deaf?

Argentina - talk that IMF MD bowing to pressure from Milei & removing respected fund mission chief Valdes. Seems to be causing some consternation amongst IMF staff - who has their backs?

lol - kiss of death by Georgieva.

Message to the IMF - things are going so well in Russia that your friends at the CBR had to hike policy rates by 100bps to 19%.

A truly ridiculous comment by the IMF media team - so now the economic situation has stabilised it find to restart Article IV talks with a murderous, genocidal, colonialising Russian regime murdering Ukrainians imf.org/en/News/Articl…

IMF message seems to be that because “the economic situation is more settled [lol]” it’s ok for the IMF to help Russia better manage its macroeconomy so as to be able to kill more Ukrainians. imf.org/en/News/Articl…

Spot on.

Would the IMF have produced an article IV review for Nazi Germany had it been an IMF member at the time?