Author Topic: Anyone in energy?  (Read 4786 times)

MustacheAndaHalf

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Re: Anyone in energy?
« Reply #50 on: February 26, 2022, 06:07:10 AM »
Looking forward to Ukraine’s renewed independence when the next Republican is voted in as president. Until then the US will sit back and shoot ourselves in the foot just like Europe.
The US President doesn't decide what Russia's military does.  President Biden provided excellent pressure on Russia.  He pointed out possible Russian tactics like false flag operations, which Putin then could no longer use under the spotlight.  President Biden predicted war could break out in days, and he was right.

You claim this is a Republican/Democrat issue - so what action to you expect from a Republican President?  If the US military directly fights the Russian military, that greatly increases the chance of nuclear war.  Isn't that an irresponsible decision?  Yet short of that, Russia won't be deterred.  (And with war... would China attack the US on Russia's side?  Would all of NATO get sucked in to a world war?)

Sanctions aren't going to stop an invasion, they're only going to impose a cost.    Russia has very low levels of foreign debt, and is better prepared for sanctions than in previous attacks on neighbors.


Now I’m considering selling my energy stocks in taxable accounts (previously sold my energy stocks in non-taxable accounts). My reasoning is to put the money into index funds because the overall market has been beaten down more than energy stocks.
Energy stocks fell because the US will not disrupt Russia's oil sales.  The market expected more disruption to the oil markets, and now that appears unlikely.  That is why you're seeing oil prices and oil stocks both fall.

When individual stocks fell more than -50% in 2020, I considered those stocks "beaten down".  But VTI is down just -8.3% year to date, which I would call a small loss.
https://www.morningstar.com/etfs/arcx/vti/performance

bthewalls

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Re: Anyone in energy?
« Reply #51 on: March 05, 2022, 03:25:16 PM »
Has USA had its nose stuck into Ukraine for a long time or did I pick that up wrong?

Baz

MustacheAndaHalf

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Re: Anyone in energy?
« Reply #52 on: March 06, 2022, 12:57:04 AM »
Has USA had its nose stuck into Ukraine for a long time or did I pick that up wrong?
I'm not following how this relates to the thread's topic of investing in energy stocks.

bthewalls

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Re: Anyone in energy?
« Reply #53 on: March 06, 2022, 02:20:34 PM »
Has USA had its nose stuck into Ukraine for a long time or did I pick that up wrong?
I'm not following how this relates to the thread's topic of investing in energy stocks.

Normally geopolitical strategies And intelligence agencies are decades ahead of events if not more...USA were in Eastern Europe along time...I’m wondering was there a larger plan to motivate the western countries After Russia reacted...Russia will be alienated more now that ever re exports and finance