Tag: ukraine

  • How would markets react to a tactical nuke?

    Warning: This article took me to dark places. I’d rather not write about this stuff, but who else is? Tomorrow morning you wake up and head downstairs. The kids are already up, but instead of watching their usual cartoon their show was interrupted by breaking news of a nuclear explosion in Kiev. What happens next? […]

  • $150 oil?

    On January 20th, 2022 I wrote a short post suggesting $100 oil could be in our future. Just over a month later I was right. (Sometimes it happens.) In the business of investing you only need to be right 51% of the time to make a living. Let your winners ride and limit your losses. […]