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Nervous? Yes. Selling out of positions? No.
Time in market over timing the market.
If it crashes, just buy more and keep holding. This assumes you're investing for the long term, which you should be.
Exactly. Look for those dips and buy.
Chief
Definitely nervous. The biggest financial impact will be on energy prices with Russian oil sales being blocked. I hope Russia is smarter than this. If the west block all access to banks and financial systems the impact on Russia will be severe. It will be like the sanctions on Iran or N Korea. The people of Russia will suffer.
Funny how Europe and Ukraine itself are less interested in defending their borders than the US... Pretty sure the moneyed interests have nothing to do with that!
This right here 💯
Enthusiast
Defense stocks (ex. LMT, BA, NOC) will likely see a bump
Conversation Starter
We couldn't defeat taliban after 20 yrs, 2 trillion and sacrifice of our 2000 patriots and we think we can stop russia. Heck we made Chinese so powerful that they can't be stopped. We let situation go so out of hand that nation with absolute poverty 40 yrs back is out top enemy. The rich rule the world and no Biden or no Putin have balls to take on them. We need to focus on our domestic issues
I’m pretty nervous on the Russia situation. But at the same time, I don’t want to be holding cash during 7%+ inflation. Thus I’ve been shifting more into agriculture, energy, and defense/military stocks to position for a possible invasion.
I’m a lot more worried about a superpower creating world havoc and us getting drawn into it than something as shallow as my investment portfolio.
Very nervous about everything. This thread* on twitter discussing the possible back and forth between Russia and the West on economic sanctions really got me scared in possible supply chain and inflation impacts. On the flip side, if you work in/or for shale gas companies which took a beating since 2015, times are about to get good again.
https://twitter.com/DAlperovitch/status/1492603386394558464?t=NwP_AioqemAl5xMYJVYflw&s=19
I’d just hold because of all that financial wisdom and my laziness.
That said, I have been monitoring this situation very closely for months and work in the national security space. I estimate that the risk of invasion is now extremely high for several reasons, none of them good. We are rapidly approaching a “now or never” point for the amassed Russian forces on the border.
Conversation Starter
1 million "Americans" are dead and market have given best performance in recent history. I really doubt situation would be any different even Russian invade whole ukrain. Russia doesn't give damn to American threats and Europeans will have their brian frozen if they cut off russian gas. Even russian are not planning for large scale war. Just few bullets, missiles will fly and there will be ceasefire before we even know it.
Russia and China will invade on the same day. Taiwan is the bigger deal for the US market IMHO.
This is not correct.
The PLA is still undergoing its modernization reforms through 2025, and there have not been any Chinese exercises in the logistics required to launch a combined arms amphibious assault. There has also been no buildup or mobilization of Chinese forces across the strait.
That said: it’s coming. And when it happens, it will be far more consequential and damaging.
Pro
No we’ve been through world wars and multiple pointless US invasions of random Muslim countries. Will it impact the short term, sure it might. In the long run, little to no bearing.