Markets On Edge Ahead of Potential Russian Invasion/Peace Talks with France

We ought to just appoint John Bolton special envoy to Russia and send him there to declare war on them. We could institute a draft and conscript 30 million American Zoomers and then send them into the meat grinder of Europe to duke it out with Russia over our dear and beloved friends, The Fucking Ukrainians. We haven’t had friends this good since The Fucking Kurds in Iraq.

NASDAQ futs are down 160 and natural gas is +5%, after Germany said Russia might use natty to wreak havoc upon the European economies and freeze them to death.

It’s important to remember that the main gripe Russia has with Ukraine is US meddling in their ancient lands. I am somewhat mixed in that statement since on one hand it implies we should cower to Russia and do their bidding. But on the other, let’s be reasonable about Kiev — it’s their fucking ancient capitol. The idea of having Ukraine in NATO and then placing our tranny Cherry Marine brigades there, teaching CRT to the Ukrainian children and, outlawing the Russian language is enough to start a world war, isn’t it? If it came down to it and we started a war with Russia, I’d have no choice but to cease shitting on our govt in favor of Moscow — because there’s nothing worse than a countryman siding with the enemy in a time of war. True, they are not my enemy per se. But how different would I be than say Jane Fonda during the Vietnam war who defiled this country because she was a communist sympathizer? I get it — our wars are more than wrong — bordering on evil. But short of having a Freedom Truck rally in DC, I see no end in this malevolent vicious cycle and I was born here for good and for worse — so at some point I’ll likely die in a designer mushroom cloud of vengeance — whilst listening to some degenerate rap song blasting in the background amidst looting and BLM riots.

If you’re net short, don’t get too excited until you start to see mechanized units spilling into Ukraine. If that happens, the knee-jerk will be sharply lower, but I would cover into that dump because if the war is short and our response nil — than this will be viewed as an isolated/unfortunate incident that likely only affects energy markets in the near term. I wouldn’t view it as a reason to get long, but perhaps a reason to cover on the news.

Longer term, sanctions on Russia will have a profound effect on oil prices, no matter how much we cajole The House of Saud to pump more. One way we could possibly offset lack of Russian crude is global recession/expanding energy exploration at home — via loosening of EPA regulations on deep water drilling and frackers. Both RIG and SLCA come to mind; but I would not gamble too heavily on that with Fucked Face Jim Biden at the helm, sleeping all the way towards that wall we’re about to smash into.