shru

Sorry for my lack of knowledge and, might be not so intelligent question: Being bullish on 1 and 2 - is it the result of impending rate cuts? As once the interest rate will go down - investor will be looking at those organization which pays good dividend? (Given that Tobacco and oil companies provide decent dividends.)

People and government talk about oil companies as they are "wartime profiteers". Overlooking their profit were in making due to their policies. I don't understand why politicians expect altruism from any business, specially from those businesses which has survived hostile policies towards them. On the side note, during pandemic when big tech had printed so much cash and increase their valuation to trillions for just providing comfort, why they had not been asked to pay additional taxes? Pandemic was a perfect opportunity for oil companies while current geo political crisis are perfect for oil companies. Imposing profit taxes on oil companies does not sound fair to them.

Quite an interesting idea. This sparks a new idea in my mind which is quite pacifist. And that is to use drone to deliver messages of brotherhood and humanity to Russian army. As at the end, Ukrainian and Russian has a lot in common then not. When two people fight over differences, it is better to count their similarities in order to make their differences quite insignificant. And current war is a Putin's war rather than it is of war between two different tribes people.

I like Parex Resources.

Why oil stocks are crashing so fast despite oil price is still around $110? oil stock party seems to be over.

Thank you for response and food for more thoughts. Value your response highly.

Anyone thinks that China is intentionally keeping Covid zero policy to break western nations?? We all think that it is political and it has to do with Xi’s face saving and ineffectiveness of Sinovac. but can it be there intentional move? Just like Russia know that europe depends on their oil and gas, China knows that world depends on their manufacturing. currently, Due to money printing, more money is chasing less goods. And goods are becoming less and less in the market by their Covid zero policy. So even if the rate rises, inflation will not go until China opens up its trade. On the contrary, in western nations, rising rates has probability to burst its asset bubble which will alienate many investors, household and common individual. Job losses might be there due to lack on further investment in higher interest rate and inflationary environment. And that will amplify the impact on critical economic and day to day life. And western nations are not China that people here can be suppressed. Lot of will take upon street and show their dissatisfaction. Civil unrest may fall upon. Destabilize the governments. Destroy the fabric of western nations. And then China opens itself as more stronger nation than any other world nations. guys, I may sound like conspiracy theories but when I see this in its entirety, I see that as one of the multiple pictures painted in this forum. I am up to know your thoughts.

Thank you for directing my perspectives.

I think, things are just going to get rough. If one sees history then one shall see that Russia always starts the war at bad footing but gets efficient as war moves further.

I reckon - India has grain surplus and India will easily be able to supply and meet the deficit.

Hello community members, We all look for and read the investment letters from Buffet, Sleep, Seth K. and others. Who are other investors whose investment letter you are looking forward to or put good weight on? My vision with this thread is to aggregate the list of investors whose words should be valued. Also, it will be great to read investor letters who has expertise in EM investments.