Macro Fund manager..GS prop alum..My interests: markets, politics, foreign affairs, history, philosophy, modern art, poker, yoga, squash, judo 🇺🇸🇺🇦🇮🇱🇪🇸
NYC
Joined November 2012
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Igor Schatz retweeted
Imagine going to a Trump rally because you missed the opportunity to see Jonestown. That's a level of historical sarcasm I wasn't prepared for.
Well, at least he could tell a snake from a bear on a cognitive test.. no other president in the history of the US would have been able to do that..!
Igor Schatz retweeted
I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.
Igor Schatz retweeted
From me @NRO, with a frightening warning to voters:
A List of Things Democrats Might Do If They Retake Power
nationalreview.com/corner/a-…
Igor Schatz retweeted
New poll:
76% of Ukrainians living in Ukraine believe that armed resistance to Russian aggression must continue, even if some of them have to spend some time without electricity, running water, or sewage services.
Only 15% believe Ukraine should accept all of Russia’s demands to preserve these basic comforts, even if it means losing the war.
Since August–September, despite all of Russia’s attacks, public attitudes have remained virtually unchanged.
80% believe Ukraine should continue striking Russia’s oil industry, despite US demands to unilaterally stop doing so and threats to suspend or restrict aid. Only 11% believe Ukraine should refrain from such strikes, even if Russia continues destroying civilian infrastructure.
63% are prepared to endure the war for as long as necessary, while 21% are willing to endure it for up to another six months. These attitudes have also remained virtually unchanged throughout the second half of 2026.
62% trust Zelenskyy as president, while 35% do not.
kiis.com.ua/?lang=eng&cat=re…
Igor Schatz retweeted
How Europe prevented Serbian blood from being shed from the Times:
Vulevic claimed that Vucic was pushed to concede, but not by police officers since all commanders running units in Belgrade were handpicked by Vucic and unlikely to question him.
Vulevic said: “I believe Vucic got calls from European governments — conversations at the highest level.”
Radomir Saicic, a leading candidate with the Student List who has been tipped for high office in the next Serbian government, also claimed Vucic had planned to use violence but changed his mind.
“He was persuaded it would go really badly for him if he carried out his plan,” he added.
Igor Schatz retweeted
Just a timely reminder, before you rush to buy the Anthropic IPO, that out of the 20 largest public offerings since 2010, the average drawdown was 60% in their first 12 months.
Igor Schatz retweeted
Witkoff tried to convince Budanov of how rich he could be if he sold out his country by allowing Russian pipelines to again flow through Ukraine. Budanov ended the meeting.
Content of Tense Conversation Between Budanov and Trump's Team Revealed
Negotiations between the Ukrainian delegation and Donald Trump's special envoys in Miami, as reported by Le Monde, escalated into a conflict. According to the publication, during a three-hour meeting at the Shell Bay golf club, Steve Witkoff "with irritation" demanded that Kyrylo Budanov, head of Zelenskyy's office, cease strikes on Russian oil refineries.
Budanov, per Le Monde's information, "barely contained his anger" and felt that he was being "treated like a child, trying to teach him how to make money." The Americans presented an ambitious plan for postwar "regional prosperity," which envisioned resuming the transit of Russian oil and gas to Europe through Ukraine, with dividends paid to Kyiv.
Budanov was outraged that such a deal would tie Ukraine to Moscow, after which the negotiations broke off. When the meeting resumed, the Americans proposed accepting a deal for supplies of Russian diesel to the United States.
The publication's sources noted that they had never seen Ukrainians "so upset and alarmed." Zelenskyy's entourage described the situation as "hopeless," since Trump's envoys "think only about business."
📸: Press service of the President of Ukraine
Igor Schatz retweeted
Vladimir Putin used most of his call with the leaders of Finland and Norway to lecture them about medieval Slavic history, underscoring the difficulties Europe faces in asserting itself in upcoming peace talks with Russia.
w/ @maxseddon @HenryJFoy @FT
ft.com/content/a384acd1-c90c…
Igor Schatz retweeted
Judging by the Kremlin readout of Putin’s phone call today with the Finnish and Norwegian leaders, the Russian president hasn’t moved a single inch on the issue of peace in Ukraine despite the recent flurry of diplomatic activity
Just the same old tired talking points
Igor Schatz retweeted
It’s amazing that the US is refusing major Ukrainian concessions (and these are) while asking nothing at all of Russia. The US seems fine with Putin attacking anything he wants in Ukraine.
🇺🇸🇺🇦 Zelensky offered the US three options to stop strikes on Russian refineries!
"I said: if you want us not to hit diesel, refineries, then let them (the Russians, - ed.) not hit our electricity. This is fair. An energy truce.
The second option is you open Starlink over Russia, we show you the places where there are ballistic missile launchers. We want to destroy them.
The third option is if you don't open Starlink to us, and it depends only on you, and you said that Musk doesn't want it, then give us something that doesn't depend on Musk and Putin - missiles for Patriot."
Igor Schatz retweeted
What “poor Russian conscripts” is he talking about? The Russian soldiers fighting against Ukraine serve under official contracts and are paid for it. Their salaries are funded in part by the extra money Putin is receiving as a result of Trump’s recent decisions to waive some of the sanctions on Russia.
And now, something very important.
Russia pretends to be “great,” yet it is a very poor country. Its entire economy is comparable in size to that of the U.S. state of Texas. Millions of Russians live in economically depressed regions. For them, signing a contract with the Russian army is often the only realistic path to social advancement, because it lets them earn the kind of money they could only have dreamed of in their impoverished home regions.
The families of Russian soldiers killed in Ukraine are perfectly satisfied. They receive sums of money that their husbands or sons could never have earned, even if they had worked for the rest of their lives.
That’s why our Russian human rights colleagues call this kind of economy a “necronomy,” meaning a “death economy.” Russia sells death. Literally.
Yes, this bloody war must be stopped. And to stop it, we must make the cost of war for Putin higher than the cost of peace.
So if Musk truly cares about the lives of Russian soldiers, America must break the Russian necronomy’s ability to fuel this bloody war. But the Trump administration has done exactly the opposite. America has begun to finance it.
I am attaching to this post just a few examples of Russian state advertising, showing the amounts in rubles for which “Russian kids” go to kill Ukrainians.
Igor Schatz retweeted
Eric Hoffer wrote this article about Israel almost 60 years go. It reads like it was written yesterday.
"The Jews are a peculiar people: things permitted to other nations are forbidden to the Jews.
Other nations drive out thousands, even millions of people and there is no refugee problem. Russia did it, Poland and Czechoslovakia did it, Turkey threw out a million Greeks, and Algeria a million Frenchmen. Indonesia threw out heaven knows how many Chinese-and no one says a word about refugees. But in the case of Israel the displaced Arabs have become eternal refugees. Everyone insists that Israel must take back every single Arab. Arnold Toynbee calls the displacement of the Arabs an atrocity greater than any committed by the Nazis.
Other nations when victorious on the battlefield dictate peace terms. But when Israel is victorious it must sue for peace. Everyone expects the Jews to be the only real Christians in this world.
Other nations when they are defeated survive and recover but should Israel be defeated it would be destroyed. Had Nasser triumphed last June he would have wiped Israel off the map, and no one would have lifted a finger to save the Jews.
No commitment to the Jews by any government, including our own, is worth the paper it is written on. There is a cry of outrage all over the world when people die in Vietnam or when two Negroes are executed in Rhodesia. But when Hitler slaughtered Jews no one remonstrated with him.
The Swedes, who are ready to break of diplomatic relations with America because of what we do in Vietnam, did not let out a peep when Hitler was slaughtering Jews. They sent Hitler choice iron ore, and ball bearings, and serviced his troop trains to Norway.
The Jews are alone in the world. If Israel survives, it will be solely because of Jewish efforts. And Jewish resources. Yet at this moment Israel is our only reliable and unconditional ally. We can rely more on Israel than Israel can rely on us. And one has only to imagine what would have happened last summer had the Arabs and their Russian backers won the war to realize how vital the survival of Israel is to America and the West in general.
I have a premonition that will not leave me; as it goes with Israel so will it go with all of us. Should Israel perish the holocaust will be upon us."
Igor Schatz retweeted
Thank God Serbia borders Europe, which is why we preserved our democracy. If we bordered Russia, we might have suffered the same fate as Belarus or Georgia. That's why I'm also sad tonight, because our Georgian and Belarusian friends continue to suffer the fate we managed to escape.
Wtf
New: Sources from three countries confirm that the Trump Administration has advocated Viktor Orbán for UN Secretary-General.
The US has encouraged Orbán to enter the race, even bringing him the initial idea of a joint U.S.-Russia-China candidacy.
WSJ:
wsj.com/opinion/viktor-orban…
Igor Schatz retweeted
Lmao Vučić bought even Joe Marinara. Can you fathom how easily MAGA can be exploited by Putin and Xi, if it can also be rented out to two-bit tin-pot autocrats from the Balkans? You guys in America are cooked when half of you voted for these guys
Kremlin loses another ally in Europe
BREAKING: Aleksandar Vučić conceded defeat in Serbia’s snap parliamentary election, saying the student-backed Student List had won.
“Based on a stratified sample, it is clear that we have lost this election. The student blockade list won,” Vučić said.
The result ends more than a decade of dominance by Vučić’s Serbian Progressive Party.