I know things seem like 2000 or 2007, but this anxiety and crisis is made by one particular ogliarch
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yes, we have inflation in the US but it makes your debts cheaper – we break even over time
- What do we buy or use from Russia or Ukraine today? Almost nothing. No parts, no tech, no social media, no metal, no gas (fuck you germany), no nothing
- We do sell shit to Ukraine – mostly arms, so put some money into defense and military support companies, but US exports are almost untouched
- Worst short term is a – 30% over mid term – buy SPY puts but don't go crazy, and expect Putin to die of cancer in the next 7 – 10 years, you will still get 7% over 30 in your ETFs
- If Russia wants to go all in, then fuck it – we already mostly live better off than 75% of them – we don't need to have a draft if it does come to that because it will be thermo nuclear war, and who cares about $$ then
- it won't come to that – buy the dip, and if it does, who cares then
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