OGs and OFZs

Nick Birman-Trickett
A curiosity cabinet for Russia, Eurasia, and the domestic and international political economy of the energy transition and post-COVID recovery.
Created 17 Sep 2020
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  • Ghost writing
    23 Jul 2021 • 8 min read
    A reminder that today will the last on Substack for OGs and OFZs. My reasoning and what to expect for pricing and paywalling going forward are broken down here. I’ll begin the move to Ghost at week’s ...
  • This is us
    22 Jul 2021 • 10 min read
    Top of the Pops A reminder that this will be the last week on Substack for OGs and OFZs. My reasoning and what to expect for pricing and paywalling going forward are broken down here. I’ll begin the m...
  • All over but the shouting
    21 Jul 2021 • 12 min read
    Top of the Pops A reminder that this will be the last week on Substack for OGs and OFZs. My reasoning and what to expect for pricing and paywalling going forward are broken down here. I’ll begin the m...
  • Winning Losses
    20 Jul 2021 • 14 min read
    Top of the Pops A reminder that this will be the last week on Substack for OGs and OFZs. My reasoning and what to expect for pricing and paywalling going forward are broken down here. I’ll begin the m...
  • OPEC on the cheek
    19 Jul 2021 • 12 min read
    Top of the Pops A reminder that this will be the last week on Substack for OGs and OFZs. My reasoning and what to expect for pricing and paywalling going forward are broken down here. I’ll begin the m...
  • Trading Places
    16 Jul 2021 • 7 min read
    I’ve got a big announcement: next week will be the last week OGs and OFZs runs on Substack. I will be migrating all of my subscribers to Ghost and using that platform from now on. After next week, I’l...
  • What Dems Say
    15 Jul 2021 • 11 min read
    Top of the Pops A quick note on yesterday’s long column. On the back of the napkin calculation on foreign ownership, I included foreign bond ownership as though it were securities so the figure is muc...
  • PBoC (Yeah, you know me)
    14 Jul 2021 • 13 min read
    Top of the Pops According to the latest Rosstat release, over 75% of households are facing financial difficulties. RBK (shoutout to Ivan Tkachev) put together a fantastic breakdown of the problem — th...
  • Oh, Gee-20
    13 Jul 2021 • 13 min read
    Top of the Pops I’ll cover Lukashenko’s meeting tomorrow, as a heads up. After pumping more liquidity into the financial sector, China’s decision to impose import duties on light cycle oil (LCO), mixe...
  • Little Boxes
    12 Jul 2021 • 13 min read
    Top of the Pops The fault lines are more clearly emerging now among investment banks, squawking heads, and (wannabe) politicos as to how we can make sense of the current commodity price rally, and why...