The Russian invasion of Ukraine has led to some anxiety about possible escalation, especially given Putin's use of nuclear weapons as a threat. This shows in some topics here on lesswrong, too. And I find this anxiety in myself, as well, sometimes wondering what I would do, if there was...
Europe is about to introduce stronger economic sanctions against Russia. Given Putin's past behavior I think it is likely that there will be Russian countersanctions. The most relevant could be cutting off of gas for Europe. In the long run this would be self defeating because it accelerates energy independence...
The following two charts have been on my mind quite intensively for some time and have had a relatively strong influence on my thinking about dangers for the future development of the financial markets in recent months: 1. Shiller CAPE An interesting measure of stock market valuation from my perspective...