“You Can Print money, But Not Oil To Heat Or Wheat To Eat”: Zoltan Pozsar Warns Central Banks Won’t Be Able To Paper Over Russia-Related Commodity Shortages.
Tymur Khakimov/Pexels
Zoltan Strikes Again
Traders Have Made A Fortune With This Energy ETF
Year-to-date, the SPDR S&P 500 ETF Trust (NYSE: SPY) has fallen by about 6%.
The International Energy Agency Warns Of An Oil Supply Shock As 30% Of Russian Production Could Go Offline Soon. A Hedged Bet On Oil Going Higher.
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Ukraine Crisis Puts Upward Pressure On Oil
Betting Against Bonds: Our Freezing Of Russia’s Dollar Assets Will Likely Drive China Away From U.S. Treasuries
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Turning Slightly More Bearish
In a post in late January, I mentioned that a bearish ETF had hit our top names for the first time since 2020:
4 Inverse Energy ETFs To Watch As Russia Invades Ukraine
The fears of rising interest rates, and inflation that have been piquing investors are now starkly overshadowed by a full-blown Russian invasion of Ukraine.
Ukraine Crisis Boosts Gold Names: A Gold Name Hits Our System’s Top Ten For The First Time Since 2020.
Ukraine Crisis Boosts Gold Miners
A few days ago, we posted Russian journalist Anatoly Karlin's assessment that there was an 85% chance of a Russian invasion of Ukraine.
Here’s Your Casus Belli: A Missing Piece In The Lead Up To A Russian Invasion Of Ukraine Falls Into Place. Investment Implications Of War In Ukraine.
The Motherland monument in Kiev. Zeynep Elif Özdemir/Pexels
A Missing Piece Falls Into Place
One of the objections to claims that Russia would invade Ukraine earlier this week was the lack of a casus belli for the Russian people. Clint Ehrlich made this point on Twitter,
Super Bowl LVI: Betting On MGM – Our Bet For Super Bowl 56.
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Sports Betting Popularity Soars In America
According to ZeroHedge, sports betting has never been more widespread in America, with it now being legal in most states.
How To Not Get Crushed: Investing Cautiously Ahead Of The Fed’s Rate Tightening.
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Stock Picking Gets Harder
Turning Slightly Bearish: A Bearish ETF Hits Our Top Ten Names. How To Handle Market Inflection Points.
Janko Ferlic/Pexels.
A Bearish ETF Hits Our Top Ten