Europe is engaged in a meaningful war with Russia; Putin's strategy is either exit in a coffin (Option A) or strangle Europe so it fractures (Option B), and he is gunning for Option B; there will be no peace deal and the probability of major escalation by winter is extremely high.

forecastpending

Speaker

Mike Taylor

Evidence Quote

Putin's game is uh A I exit in a pine box. B I strangle Europe so bad that it begins to fracture. And so he is gunning on B...the probability of...a major escalation uh in defending Europe...is extremely high

Source

Biggest. Bubble. In. Capital. Market. History | Mike Taylor 1-on-1 With Keith McCulloughHedgeye
Created: 8/10/2026, 11:06:55 PM

My Notes

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