Anybody thinking the market is gonna rise once Russia invades their next country is out of their minds.
Certainly won’t help inflation which is a far greater concern than Ukraine for the average American. I would posit 80% of the population couldn’t find Ukraine on a map, and 50% couldn’t identify the continent.
Yes inflation not good. mandates will never be accepted so, if they keep pushing the bs, that will put blood on the streets as well. Another Russian invasion and taking over land as large and resourceful as Ukraine not to be taken lightly. fortunately we have Kamala Harris over there laying down the law, lol, what a joke of a binder they’ve put the World in. Was so peaceful just a short 18 months ago.
Certainly won’t help inflation which is a far greater concern than Ukraine for the average American. I would posit 80% of the population couldn’t find Ukraine on a map, and 50% couldn’t identify the continent.
Yes inflation not good. mandates will never be accepted so, if they keep pushing the bs, that will put blood on the streets as well. Another Russian invasion and taking over land as large and resourceful as Ukraine not to be taken lightly. fortunately we have Kamala Harris over there laying down the law, lol, what a joke of a binder they’ve put the World in. Was so peaceful just a short 18 months ago.
Putin will have his way, whatever that happens to be. The Covid mandates are falling by the wayside as people want normal, and are willing to take the consequences. The greatest risks to the market have already happened. Unhinged Fed and Government policies that distorted asset valuations and removed true price discovery. They created a fake market. I find it nearly impossible to believe there is a benign ending to such foolishness. I suppose anything can happen, because in a way it already has.
Cramer isn't really someone I listen to either, but Cathie Wood never really makes sense to me. At the same time I like that she exists because she IS clearly intelligent and always gives a viewpoint out of sink with the mainstream. Even if it doesn't make sense to me, it's good to hear different viewpoints and arguments.
I was thinking about her when ARK was shooting up and remembered a video by the Rational Investor where they showed basically every megastar fund manager who had an awesome 1-several years eventually ended up doing awful. With tons of managers out there, occasionally one is going to get super lucky, but the luck always quickly runs out. There are a handful of exceptions in history, but overall, you're always MUCH better off not jumping on the bandwagon with people like Woods.
I've been away for a few days and haven't read the last few pages so apologies if this has been posted already.
There goes Cathie Wood buying high and selling low again. Her era is over. DKNG, ROKU, ZM, PLTR, RBLX. When TSLA goes back to a normal valuation like $200-300 per share then that will be the end of ARK.
Cathie Wood-led Ark Investment Management on Thursday significantly lowered its exposure to Palantir Technologies Inc (NYSE: PLTR) on the day shares of the Peter Thiel-backed company plummeted after it reported worse-than-exp...
Would you chicken littles pull yourselves together, Russia has no plans to invade Ukraine, no matter how hard your corporate-addled (i.e. fascist) government tries to goad them into it.
This paranoia of yours may be little more than a thrill ride if you have a ton of disposable wealth, but that's not how it works for most of us. Just turn the TV off.
“Adam Monk is the now-retired Chicago Sun-Times investment guru and Brazilian cinnamon-ring tail cebus monkey who picked his stocks by circling them in the newspaper with a red pen. Outperforming the indexes four years in a row, from 2003-2006, Monk did it again in 2008 with a portfolio that only lost 14% while most money managers were posting losses upwards of 35%. (The “Free by 50” financial blog noted that Adam Monk’s returns bested the Mad Money host Jim Cramer’s choices by significant margins 2 out of 3 years.)”
HSGFX up 10.8% on the year. It will be up triple that by year end.
That’s great, if the fund started at the beginning of the year.
By that measure I am a far superior manager. My foreign dividend stocks are up on the year, and I didn’t start buying them until January.
Maybe I should start a fund and a newsletter. I think I’ll call it Illuminatus, if that’s not already taken.😂.
Of course with Ukraine unstable, the euro stocks could tank, but I have been ensuring that I am geographically well-diversified, and diversified across sectors.
I have even bought some banks🤢, because I figure they are immune from supply-chain issues 😂😂.
Earnings season is winding down with no momentum. Market has baked in the majority of the Fed's initial QT measures. Putin will milk the Ukraine threat for as long as he needs to so he can get concessions and/or create fractures in NATO, and markets will tread water all the while. Meanwhile supply chain and low unemployment issues continue to push inflation. All this takes us to the point Fed measures actually begin to affect the economy.
I don't think Putin intends to take over Ukraine either. I think he'll make timely incursions across the border to keep this issue festering with NATO and achieve concessions. I've already heard hair-brained analysts on MSM saying diplomacy should mean negotiating away Ukraine's right to join NATO and even portions of the country.
Asian stocks and U.S. equity futures declined Tuesday amid concerns about Federal Reserve monetary-policy tightening, geopolitical tension and breathtaking v...
Well that's a wide range of outcomes. Obvi tech has been the problem. Or really anything with a high valuation. Value is fine.
Clean energy is such a disaster compared to regular energy
Corp bonds seem interesting here. Being dumped left and right.
Cons discretionary at down 12% seems worth a look. That's betting on rich americans to spend money. Rich americans will spend money. Some of the best companies in the world.
In the end a basic 60/40 portfolio is down 5%. Hardly much to worry about. But a techy portfolio is down double digits easy. High beta is fire, both ways.
Wife is progressing and we are hopeful that she will be released in a couple of days. Totally different experience than last spring. At times last spring I really worried for her. Mobility, color, vitals, etc. all good. We walked two loops of the hospital floor this morning, with me scooting the IV tree, and she noted that “I am pushing you.” Yesterday they gave her contrast to track her digestion with an Xray. Shows good organ function. The NGI tube is still in to give her stomach a little assist. Once the NGI tube is out and she is eating solid food we know she will be closer to coming home.
Not sure what to make of Ukraine; Putin pressure or invasion. Either way, unless Russia backs off energy will move higher. If Bitcoin falls further, that will be indicative of a lower open on Tuesday, in my view.
Igy, good to hear of the improving health with your wife. That is very encouraging, and it must be great looking forward to having a semblance of the old normalcy in the coming days!
I am starting to get the feeling that maybe Putin is just positioning himself towards Ukraine to gain negotiating prowess and demonstrate that an actual admission of Ukraine into NATO would trigger the invasion he has positioned himself for so dramatically up until then.
In any case, with Russia's affinity towards China, I have wondered if he was holding off an invasion until the end of the Olympics, and with that winding down today, we shall see.
Definitely on everyone's radar. But I have to ask, if he can achieve the same thing (keeping NATO Out of his sphere of influence) by threatening to invade, why would he expend the huge cost in lives and finances of actually doing it?
Definitely on everyone's radar. But I have to ask, if he can achieve the same thing (keeping NATO Out of his sphere of influence) by threatening to invade, why would he expend the huge cost in lives and finances of actually doing it?
I think 95% of Putin's goal is to wreck any democracy that starts to take hold in the former soviet union. If democracy and hope can take root in Ukraine then it can take root in Russia proper. So until Ukraine's government is toppled or in chaos, Putin's goals are not achieved.
The NATO thing is connected but not the main thing. Democracy will shoot Putin in the head. NATO just gives him an excuse to have military exercises. Not such a big deal to him.
Definitely on everyone's radar. But I have to ask, if he can achieve the same thing (keeping NATO Out of his sphere of influence) by threatening to invade, why would he expend the huge cost in lives and finances of actually doing it?
I think 95% of Putin's goal is to wreck any democracy that starts to take hold in the former soviet union. If democracy and hope can take root in Ukraine then it can take root in Russia proper. So until Ukraine's government is toppled or in chaos, Putin's goals are not achieved.
The NATO thing is connected but not the main thing. Democracy will shoot Putin in the head. NATO just gives him an excuse to have military exercises. Not such a big deal to him.
This is bad news for Ukraine.
I see your point.
NY Times reporting a few minutes ago that the WH learned last week of actual orders from the Kremlin to invade. Not just a hunch, but actual intelligence to that effect.
Though still some negotiating going on, the possibility that it will be delayed or even changed, and the timing remains unclear,
