The Russia Trade

Goldman Can't Touch

Unlike Goldman and other investment banks, we can’t buy Russian bonds and capture speculative appeal as a potential peace deal seems to be looming.

But there are other ways to participate in this deal through three publicly traded stocks that almost nobody is discussing.

For two years, the dominant narrative has been straightforward:
“Every Western company left Russia.”
It became a talking point, a moral benchmark, and an assumption that shaped market sentiment.

But it wasn’t accurate.

Apparently, a number of major U.S.-linked multinationals never left and continued operating with the facilities they own and maintained their market share and now can grow it with the potential peace deal looming.

Here is the publicly available source:

👉 https://leave-russia.org/staying-companies

It’s comprehensive, but also chaotic. Thousands of entries. Private and public firms mixed together. Global subsidiaries tangled in parent listings. There is opportunity here.

Because inside that disorganized database is a short list of U.S.-listed companies that:

Continued operating legally
Retained on-the-ground infrastructure
Absorbed market share others abandoned
and now stand to benefit if geopolitical conditions improve

And whether people want to acknowledge it or not, some of the recent political signals suggest movement.

You can go through the raw list yourself. It’s public. Anyone can access it.

Or—

If you want the names that actually matter, and the potential setups.

That’s outlined in the paid section.

Information is everywhere.
Context is not.

That’s what I’m here for.

For daily updates, or to ask a question, please come to chat.

Have a pleasant Sunday,

Tomorrow Preview: Bitcoin is very much in the news and conscious of a lot of people and the software really helps take the emotion out, will try to rush out my report tomorrow to help with your focus.