Market Talk
Today we see Putin making claims on what he thinks is Russian territory in the Ukraine and further claiming that Ukraine is a puppet state of what he views as a threat to Russia.
It's clear that Putin has sent his "peace keeping forces" into the Donbas region to take over the eastern part of Ukraine. Where and when will this all end? My posted "peace plan" is off the table since Russia is exerting military intimidation and is invading to take over the Donbas region at a minimum for the moment. Should we postulate with predictions about how "the market" will react? I could use some old adages to surmise.
"The market hates uncertainty."
"The market climbs a wall of worry."
The above two quotes are two that kind of oppose each other. Then there is an adage:
"The market tries to look 3 to 6 months ahead of today".
So, what's next?
I could postulate and go on and on about what Putin and Xi of the People's Republic of China (PRC) may pull on Taiwan.
A few things are pretty clear:
Energy demands are going to make oil and gas much more costly. Just two short years ago before the Dems got in, America was energy independent. At the moment America actually imports over 100,000 Barrels of oil from Russia today!
So, speaking of adages the Democrats have a saying: "never let a good crisis go to waste". The Dems may change the current policy of discouraging oil and natural gas production in America to going back to pursuit of energy independence. However, that is at odds with their "green energy" plans. It should be noted that about 80% of America's electricity comes from fossil fuels, so what powers the grid if everybody is plugging into ev's? Rolling power outages coming? Actually, natural gas is a pretty reliable and clean burning energy source. America is RICH in natural gas! The Dems bark up the wrong trees and are making America weak.
Stock Talk
At the moment energy stocks are in play because Oil and gas derived from friendly places and from within America will be in extreme demand. Today, we are witnessing Russia invade the Donbas region. That is war starting. The speculators will try to play the various scenarios that seem like they have a good grip on. The odds are seeming that oil and gas will surge higher.
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ALL in my humble opinion, scroll down and read more.
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