Money Game: The Stupid War?
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please David, don't simplify this war, it is more the complex then just Ukraine! It's about the whole eastern Europe border. We are scared of Putin will invade more nations. You should dig into the history of being a state under the (Soviet) Russian Federation. He wants half of Europe to be vassal state under him. Then we will not be able to trade with the USA.
Conventional warfare is dead.
Tanks are useless because anti-tank weaponry including drones, is cheap and effective. The rise of drones should make shooting rockets from close range (less than 20 kms) obsolete because you can now sit a safe distance away and launch a drone with a bomb attached and either drop it on the rocket launcher or crash land your drone destroying the selected target. Might not been used as much as possibly could be in this conflict. Loads cheaper than a fighter jet, loads safer than a fighter jet, more accurate and very difficult at this stage to defend against.
So possibly fighter jets are on the way to been useless as well?
The point: Can Ukraine win…
You mention John Hopkinson S&P 500 portfolio at the end of your video. How does one find out more about this? I did a google search and nothing came up.
Dear David,
2 more questions.
(1) Do you see stock market go up due to false positive reasons?
(2) How do you see such a strong rebound in Nasdaq with 10 year yield rising so much? In addition, does the real 10 year will get back to 0 (now -0.51%) thesis still hold?
Thanks
Dear David,
Thanks for the video, can you talk more about several issues?
(a) What's the tone you don't feel good between Biden and Xi and it is necessarily to exit China asset due to potential conflicts between each other and also COVID challenge (But don't both regulators have positive stand on China ADR? and also hope to get back home to support economic growth?)
(b) If the war sustain, do we need to buy Oil stocks? If not, why? Oil might be a tricky one between the current shortage and potential future recession.
Thanks