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  1. 06-03-2022, 03:10 PM #1341
    winner69
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    Quote Originally Posted by Beagle View Post
    Well done on calling the invasion a LONG TIME before it happened.
    Some people probably don't know the Russian stock market is currently suspended but that Russian ETF's have been trading in the US, (most have also been suspended towards the end of this week) but before they were most were down 70- 80% from the start of this year

    I remember one poster on here a while back bragging about the deep value in Russian banks and that he or she was going to back the truck up, forgotten who it was...might have been in the Heartland thread and was met with almost universal cautionary notes from the old hands on here. I hope that poster listened !
    Sailor Bob doing quite well with his Russian investments I believe …on STU thread
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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  2. 06-03-2022, 04:48 PM #1342
    Davexl
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    Trying to figure out what's going on in Putin's head, etc...

    Defiant Putin warns the west: your sanctions are akin to an act of war

    https://www.theguardian.com/world/20...-an-act-of-war
    All science is either Physics or stamp collecting - Ernest Rutherford
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  3. 06-03-2022, 04:51 PM #1343
    Waltzing
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    So is he .. at this point he is even banning words ... King with no clothes..

    And now for expanding portfolios to take advantage of inflation and the coming potential stagflation.

    https://www.bbc.com/news/business-60610537
    Last edited by Waltzing; 06-03-2022 at 04:52 PM.
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  4. 06-03-2022, 06:58 PM #1344
    GTM 3442
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    Quote Originally Posted by Panda-NZ- View Post
    Are russian conscripts/ indentured slaves even paid money.. would be interesting if they weren't.
    Oh the conscripts just get what they're given, Panda.

    It's the others who get paid in real money. . .
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  5. 06-03-2022, 07:18 PM #1345
    Panda-NZ-
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    Quote Originally Posted by Davexl View Post
    Trying to figure out what's going on in Putin's head, etc...

    Defiant Putin warns the west: your sanctions are akin to an act of war

    https://www.theguardian.com/world/20...-an-act-of-war
    Threatening a nuclear war on those who believe in human rights and some dignity is par for the course for peacekeepers.
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  6. 06-03-2022, 09:03 PM #1346
    Beagle
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    https://www.nzherald.co.nz/business/...HCINCIDAPARQ4/ Paywalled
    Ashley Gardyne chief investment officer at Fisher funds tells investors to stay the course. Average decline due to these shock events going back through history has been 5.7%
    Thing is though, he said the same thing a couple of months ago and since then Marlin and Barramundi have lost far more than 5.7%.
    Marlin down from an NTA of $1.25 at the start of this year to $1.07 down ~ 14% year to date and Barramundi, ~12%.

    Of course what he does not say is that they make fees from funds under management and regardless of whether you win or lose they still win.

    Maybe when he says the same thing in another 2 months after further big losses if will be third time lucky ?

    On the other hand maybe this war ends early and he's right with this current call but the rhetoric coming out of Putin really doesn't give me much cause for hope there's good news coming anytime soon.
    Last edited by Beagle; 06-03-2022 at 09:12 PM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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  7. 06-03-2022, 09:32 PM #1347
    Waltzing
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    " war ends early"

    apparently the big problem no one thought the invading hordes from the north would be given no welcome and NO FOOD!!!

    an army marchs on its stomach and now day fuel...


    https://www.nbcnews.com/news/world/-rush-failure-russian-military-started-badly-ukraine-rcna18557

    India must be thinking is our russian equipment serviceable?

    The best part of the article is the comment by the Ukraine defence minister.
    Last edited by Waltzing; 06-03-2022 at 10:16 PM.
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  8. 06-03-2022, 09:55 PM #1348
    Beagle
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    https://www.stuff.co.nz/world/europe...is-yet-to-come
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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  9. 06-03-2022, 10:22 PM #1349
    Waltzing
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    Remember reading about the black soil of ukraine a long time ago and how this time of year its a natural defence which is also why the ukraine themselves is using smaller groups and man pads.

    Yeah and a criminal case that will follow russian to its economy isolation. Who knows even if there economy will be functioning inside 6 weeks.

    None of this stuff has ever been thrown at one single economy ever.

    The NBC article posted concurs that the ukraine defence ministry expect scuds next..

    Big demand to sell apartments in the US and most of the russian dont want to return to russia...

    Suppose it takes years to arrange for a Cesar stabbing moment.
    Last edited by Waltzing; 06-03-2022 at 10:31 PM.
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  10. 07-03-2022, 07:58 AM #1350
    GTM 3442
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    Quote Originally Posted by Waltzing View Post
    " war ends early"

    apparently the big problem no one thought the invading hordes from the north would be given no welcome and NO FOOD!!!

    an army marchs on its stomach and now day fuel...


    https://www.nbcnews.com/news/world/-rush-failure-russian-military-started-badly-ukraine-rcna18557

    India must be thinking is our russian equipment serviceable?

    The best part of the article is the comment by the Ukraine defence minister.
    Thinking of India, what do you reckon that Indian C17 is doing on the tarmac in eastern Poland? Dropping off or picking up?
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