Wartime investing adds to the fear, uncertainty and doubt FUD of sheltering capital during the most stressful times. While the Trump administration appears genuinely trying to defuse the Ukraine war, Europe’s worst war since WW2, it could be a case of hope for the best but also make plans for the worst case, and for investors, that means wartime investing. Sending soldiers on a peacekeeping mission, where tensions are high, on...
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The Ukrainian Russian military confrontation is likely to have a profound impact on everything, including investing, so how will the new Cold War impact investments? First, let’s look at three possible outcomes from the Russian/Ukrainian war. In all scenarios, we assume that Ukraine will soon be occupied, bearing in mind Russian overwhelming forces and control of the skies, which means a conclusion is imminent. So we will see...
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