ATTENTION EUROPE: If you didn’t know by now, you are at war with Russia. While it’s true only Ukrainians are dying in battle — your governments have chosen to enter the fray in a very large way, including us here in the states, vis a vis arms shipments to Zelensky. Just like the US did lend/lease in WW2, which of course led to the US at some point entering the war, it’s safe to assume kinetic war is all but a foregone conclusion in the west — including invasion of territories and bombing of cities.
LITHUANIA ENERGY MINISTRY: LITHUANIA FULLY ENDS GAS IMPORTS FROM RUSSIA
LATVIA REPORTED THAT RUSSIAN GAS SUPPLIES HAVE BEEN HALTED.
GAZPROM HAS STOPPED DELIVERIES OF RUSSIAN GAS TO GERMANY VIA YAMAL-EUROPE PIPELINE
So how can we profit from this MOST UNFORTUNATE war to come and the FREEZING OF EUROPE?
To profit from war, one must comport oneself and think with low morality — consider human loss of life and suffering as mere “collateral damage” in the chessboard of life and instead of empathizing with his fellow human — think of ways to benefit, personally, all for the sake of extra fiat currencies into one’s account. These fiat currencies are quite important, never more important with the specter of war time runaway inflation.
A short while ago I discussed the idea of war vs LNG wars in Europe and how America stood to benefit from this conflagration.
Here is my core thesis and some symbols that might partake in an upward moving manner in the GREAT FREEZE OF EUROPE trade.
Oil to register $150+ by Fall
Natural Gas to hit $10 U.S.
Fertilizer and Wheat/Corn sustain record highs
War increases demand for iron ore, steel, aluminum, titanium.
Shipping rates hit record highs
This is a war trade. If you are all about peace, this trade is not for you. You might want to stop reading here.
In Stocklabs, mostly because I am a lunatic, I created a WAR FOOTING list of stocks — all thoroughly thought out to prepare for the eventuality of potential WORLD ENDED cataclysm. It seems, and this goes without saying, being rich during normal times is grande — but being wealthy during an apocalyptic meltdown is the stuff legends are made from.
HERE ARE MY TOP 12 STOCK IDEAS FOR YOU TO BECOME A WAR TIME PROFITEER OF THE FIRST MAGNITUDE.
LMT
AA
ATI
LNG
MOS
BTU
CLF
FANG
FCX
NEXT
SQM
GLNG
This is merely a small starter kit to become a war time baron. I have innumerable ideas flowing freely throughout my head — all sorts of scenarios one might deploy in this gambit to come.
This little doozy snuck by the newswires today — ostensibly placing the west on notice in regards to their shipments of lethal aid to Ukraine.
RUSSIA’S AMBASSADOR TO BRITAIN WARNS RUSSIA WILL NOW TARGET BRITAIN’S HIGH-PRECISION WEAPONS AS THEY ENTER UKRAINE
I know, the Russian army appears to be 100% shit. However true it might be, bear this in mind, the European militaries are far more shitty and must rely upon the American war muscle to protect them — mostly due to their reliance upon comfort and social rigging being a prime driver in their policies the past 40 years of peace.
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Elen$ky ffs
If only some Orange looking man had WARNED the EU last administration that they were too dependent on Russian energy…oh yeah, he DID.
No worries, Brandon is on the case!
All but one pick at +10 yr highs…sigh.
I could have sworn you were heading in the direction of Canada Goose.
On a more serious tip, is Russia really taking big losses or is that’s what’s being fed to us by the MSM?
Nobody knows.
The issue here is that both Russia and Ukraine are incentivized to lie (and clearly are). And they use the same equipment so you see a smashed up T-80. Whose is it? Maybe it has war designations but seriously spray paint is cheap.
A lot of it depends on what you think Russia’s actual plan was. If you think the move on Kiev was real and they were targeting the whole country, Russia is getting slapped around. If you think the northern front was a fake then everything is proceeding as planned.
In the South, Russia is doing quite well and have one several major battles that are hard to get any but murky details. That favors Russian victory since if Ukraine won we’d be getting a blow by blow news report. Today I say a video of a “Ukrainian armor column” and it was like three Jeeps and 2 Dodge Rams, so yeah…it’s probably likely both sides have soaked up some losses.
Have won*