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Report: ML Global Strategy

August 2021

You will be able to download all slides in power point for this report
and all data is available excel



Tempting to call an end to a rally


And there is no stagflation in site


Global political picture still not easy


US pulling out of Afghanistan created a pressure for Russia


Russia integration with Belarus is also gaining speed and will be a source of all sorts of negative pressures on Russia


US and UK navy increased presence in Black Sea is another source of worry


As well as Russia perennial standoff with Ukraine and the west re later Nato ambitions


And the Caucasia changing its face with Turkey increased influence on Azerbaijan


July and August are likely to be nervous months in geopolitics


Fed is unlikely to raise rates in the near future


But Fed is likely to start tapering its support for bond markets


Fed taper could take its negative toll on the markets


But at the same time inflation is unlikely to go away given the amount of dollars that has been printed


And deeply negative real rates put additional pressure on prices


And interest to Gold is likely to return soon


All sorts of inflation protection will be in demand


Yet the travel is gradually unlocked and


Quarantines are receding


Economic recovery is gaining speed


Rural Investment Banking Coworking

Midlincoln deurbanisation enterprise intitiative

This section contains links to materials about Midlincoln deurbanisation enterprise intitiative.

Midlincoln is testing rural co-working model as its core business. Half of the co-working space is dedicated to investment analytics service and half of the space is industrial, creative environment with machines and tools which can be used in product development and small scale production. Our deurbanisation enterprise intitiative includes the following ideas:

Midlincoln Research
Financials

Investment Research

View Midlincoln Research One Pager

Mount Maple
Souvenirs
Cons. Cyclicals

Consumer Cyclicals

View the souvenir producer one pager

Midlincoln
Craft Fund

Midlincoln Craft Fund

View Midlincoln Craft Fund Description

TamaraAvia
Automotive

Engineering

View intro for this automotive producer

Wrestling, Healthcare and
Entertainment

ITI RTS ETF Report

Read about wrestling craft business

Village Telecoms
and Media

Telecoms

Coming up and not ready yet

Small Scale
Energy

Energy

Coming up and not ready yet

Small Scale
Materials

Materials

Coming up and not ready yet

Verical Agri
and Food Production

Consumer Staples

Coming up and not ready yet

Heating, Water, Electrics
Installation and Repair

Utilities

Coming up and not ready yet

Home Electronics
Repair

technology

Coming up and not ready yet

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MidLincoln Products
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