{"id":65426,"date":"2026-01-24T13:05:47","date_gmt":"2026-01-24T18:05:47","guid":{"rendered":"https:\/\/www.technologyinvestor.com\/?p=65426"},"modified":"2026-01-24T13:05:47","modified_gmt":"2026-01-24T18:05:47","slug":"what-if-russian-wins-how-much-of-a-hit-will-my-portfolio-take-and-what-should-i-do","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=65426","title":{"rendered":"What if Russian wins? How much of a hit will my portfolio take? And what should I do?"},"content":{"rendered":"

This is the book.<\/p>\n

\"\"<\/p>\n

Here are the two places in Estonia which Russia may take:<\/p>\n

First, the Russian speaking\u00a0 border town of Narva:<\/p>\n

\"\"<\/p>\n

And the Estonian island of\u00a0 Hiiumaa in the Baltic:<\/p>\n

\"\"<\/p>\n

Would NATO (and the U.S.) respond to a Russian attack on NATO territory? Article 5.<\/p>\n

The Economist<\/em> has a review of the book in its latest issue. The review begins:<\/p>\n

T<\/span>he job\u00a0<\/small>of military scenario planner has never been harder. Just this month Donald Trump has kidnapped Venezuela\u2019s despot, threatened armed action against Colombia, Cuba, Iran and Mexico, started a stand-off with\u00a0NATO<\/small>\u00a0allies over Greenland and finally got his hands on a Nobel peace medal (without winning it). Who could have foreseen all that?<\/p>\n

To an alarming degree, war and peace now depend on the whims of a handful of vain\u00a0old men<\/a>. Vladimir Putin is determined to add square miles to Russia, no matter how many Russians die or are impoverished in the process. Whether or not China invades\u00a0Taiwan<\/a>\u00a0hinges on Xi Jinping, who craves a chapter in the history books and a chance to honour his\u00a0late father<\/a>, who was once the official in charge of reclaiming the island. Mr Trump is the least predictable of all, wielding American firepower willy-nilly to give short-lasting dopamine shots to his own ego.<\/p>\n

The review ends:<\/p>\n

t is an engrossing and chilling tale. But one risk of writing a book of dire warnings is that, by the time it is published, people may already be expecting worse. If Mr Trump follows through on his recent threats to seize Danish territory,\u00a0NATO<\/small>\u00a0would be sabotaged from within, sparing Mr Putin the bother.<\/p>\n

Nonetheless, Mr Masala\u2019s scenario illuminates why Europe needs to take its own defence more seriously. Russia is still a long way from winning on the battlefield, despite devoting half its budget to the war. Alliances such as\u00a0NATO<\/small>\u00a0may yet survive. If the West chooses to let its enemies win, history will not judge its leaders kindly.\u00a0\u25a0<\/span><\/p>\n

For the full Economist<\/em> review, click here.<\/strong><\/a> If you don’t subscribe to the Economist<\/em>, you should.<\/p>\n

Read the book. Buy it here.<\/strong><\/a> I<\/strong>t’s $9.99 for the Kindle version. Imediate download. Super Amazon service.<\/p>\n

This past year has been great for our portfolios. We’ve lived through Liberation Day, Greenland and the Greeland tariffs and the fourth year of the Russia-Ukraine War.<\/p>\n

Here’s Nasdaq for the last year.<\/p>\n

\"\"<\/p>\n

Drop a Comment below if you have ideas.<\/p>\n

See you later. — Harry Newton<\/em><\/p>\n

Is this funny?<\/strong><\/span><\/p>\n

\"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

This is the book. Here are the two places in Estonia which Russia may take: First, the Russian speaking\u00a0 border town of Narva: And the Estonian island of\u00a0 Hiiumaa in the Baltic: Would NATO (and the U.S.) respond to a Russian attack on NATO territory? Article 5. The Economist has a review of the book […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-65426","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/65426","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=65426"}],"version-history":[{"count":8,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/65426\/revisions"}],"predecessor-version":[{"id":65439,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/65426\/revisions\/65439"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=65426"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=65426"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=65426"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}