The Ukraine is the #6 producer of wheat in the world. Have a look at WEAT today, up more than 9%. Corn is higher as well (The Ukraine is #3 producer of corn), alongside oil, gold and silver, which are up for security reasons. I am bullish on domestic retailers that don’t care about Ukrainian wheat. Stocks like GNC, BBBY, MA and EZPW trade higher, near term.
I’m loving SALE here and want to own more BLOX and SPLK into a sell off. I do not believe we bounce back right away. Putin acted harshly and doesn’t have a clean exit strategy that will allow him to save face. So until this is resolved, markets will remain on edge and your cash reserves should be used judicially.
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JO
Fly, speaking of retailers… thoughts on RH? Huge growth, bucking out of downtrend…
I like it
As always, Thanks for your thoughts. I think it’s at least a double from here.
Pssssssttt.
Putin has no exit strategy because there will be none.
Annexation will happen and that’s that.
Good thing Vlad gave them Crimea and guaranteed their borders in exchange for the Ukraine giving up their nukes. Vlad the impaler will never leave – as the Beatles said, the Crimean penninsula is now back in the USSR.
I am holding every soft commodity possible… for weeks now…. I am really as oft guy 🙂
also truckloads of palladium
This happened in the 1800s. Crimea becomes its own state and Russia just annexes it when all dies down. watch history repeat.
Have you seen the action in BALT? If not, don’t look!
What do you think of shippers? Caps have made a nice little turn around.
George Constanza Time!
http://youtu.be/cKUvKE3bQlY
Suppose for a minute that the US had, inter alia, STRATEGIC MILLITARY INSTALLATIONS in the Philippines. The established, local government of the Phills is tight with the US, but there are other cliques that look up to their neighbors to the west. The other cliques get fed up with the US-backed government and take to the streets. They overthrow the status-quo and, with the help of the western allies, create a new interim government, one that is decidedly not aligned with the long-term plans of the US.
What does the US do?
Why is the USA resented around the world?Civilian Victims ofUSA Foreign Policy
Period Country USA Policy Details Civilians Killed
1945 South Korea Support for massacre of dissidents on Cheju Island. 100,000 +
1948 Vietnam Support of French efforts to recolonise. thousands
1950 Bahamas Biological tests (with Canada and UK). unknown
1950 Korea Stopping refugees crossing the front line. hundreds
1952 Cuba Support for military coup and death squads. thousands
1952 Korea
China Biological warfare. unknown
1954+ Guatemala Organisation of military coup; arming and training of government death squads. 100,000 +
1957+ Haiti Support for brutal dictatorship. 60,000
America is the root of all terror. America has invaded sixty countries since world war 2.
In 1953 America overthrow Iran’s democratic government Mohammad Mosaddegh and installed a brutal dictator Shah. America helped Shah of Iran to establish secret police and killed thousands of Iranian people.
During Iran-Iraq war evil America supported Suddam Hossain and killed millions of Iranian people. In 1989, America, is the only country ever, shot down Iran’s civilian air plane, killing 290 people.
In 2003,America invaded Iraq and killed 1,000,000+ innocent Iraqi people and 4,000,000+ Iraqi people were displaced.