Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
@johnN Better keep track of things on an hourly basis if you want to invest in Russia. If you're not willing to invest at least 5% of a portfolio for a meaningful return, you're only playing, yes? Why bother. Germany announced at 1:15 pm, EST; that it is in agreement of use, in some form, of the SWIFT system against Russia.
And there is already blood in the streets, literally.
blood in the streets, sadly. I am aware that many bond mutual funds hold Ukraine bonds. Maybe some of my own? Remember this? "Buy War Bonds! Right here in this theater, tonight."
Ironic that you placed CCCP, the "old" Soviet Union acronym. Tis where the "madman's" mind is stuck.
The Ukrainian invasion is a global turning point event. The global community will need to continue to take action(s) properly to end this scenario; and to help prevent another occurrence. Hopefully, there remain those near "madman" to prevent him from doing anything fully destructive. His removal from any power position lays upon the shoulders of the citizens. A very closed and dangerous path today, in Russia.
Following discussion with much interest. It occurs to me that while Grantham may or may not be 100% “correct”, his views can be included as part of one’s ongoing thought process and help us arrive at intelligent decisions. Had a wonderful college class in the late 60s where much attention was paid to “synthesizing” - forming judgements from different, sometimes contrasting opinions or observations.
“Synthesis suggests the ability to put together separate ideas to form new wholes of a fabric, or establish new relationships: putting together ideas and knowledge in a new and unique form. Can build a structure or pattern from diverse elements, potentially creating new meanings.”
If interested, link below will pull up a cool diagram (and discussion) of Bloom’s ctitical thinking hierarchy. Double-click on illustration to highlight.
Markets are dealing with a spike in uncertainty as much of the world decouples from Russia. How will this shake out? The view from this house is that there is an increased risk of sustained inflation for the U.S. coupled with more risk of an economic downturn. No new $'s going into the stock market here - just some minor shuffling of currently invested $'s.
This article's look at reasons caution is warranted may be worth considering.
Comments
Link to Schwab Article
Note: I previously posted this in "Other Investing", but it seems to fit here nicely.
May Buy more when blood on street
9-24 months outlook could be good for these vehicles
Germany announced at 1:15 pm, EST; that it is in agreement of use, in some form, of the SWIFT system against Russia.
And there is already blood in the streets, literally.
SWIFT international banking system
Wonder WWIIIformations
Need N.korea cccp Iran join partee
RUSSIAN stocks down -50% from October high. UKRAINIAN dollar-denominated bond maturing in 5 years yield 32.6%.
Ironic that you placed CCCP, the "old" Soviet Union acronym. Tis where the "madman's" mind is stuck.
The Ukrainian invasion is a global turning point event. The global community will need to continue to take action(s) properly to end this scenario; and to help prevent another occurrence.
Hopefully, there remain those near "madman" to prevent him from doing anything fully destructive. His removal from any power position lays upon the shoulders of the citizens. A very closed and dangerous path today, in Russia.
I'll add this again, for those we missed a previous post.
CNN News, live update
(link)
This is fantastic !
ty
This article's look at reasons caution is warranted may be worth considering.
Russia Energy Chaos Triggers the Biggest Market Shock in Decades