February 28 (Monday)
Latest Morning Briefing Executive Summary: ‘Stop the World— I Want To Get Off!’
“Buy to the sound of cannons, sell to the sound of trumpets.” That advice worked on Thursday as Russia invaded Ukraine. What about that shocking day reassured investors enough to drive the stock market up? We take a look. … Also working that day was the Bull-Bear Ratio’s contrarian buy signal. … Economically, the war may bring heightened global inflation, more supply-chain disruptions, and possibly higher energy prices. For the US economy, stagflation could result, but we still don’t expect a recession. … And: Is madman Putin’s plan already doomed? … Finally, Dr. Ed reviews “CODA” (+).
(subscribers’ link)
YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on February 22.
Markets
Wall St Week Ahead Some investors wary of ‘buying the dip’ as Ukraine, Fed gyrate stocks | R
Ukraine Crisis Upends Investing Playbook for 2022 | W
Investors Bet Oil Still Has Room to Run After Touching $100 | W
Ukraine conflict – Russia
Vladimir Putin’s nuclear threat shows how much is going wrong for him in Ukraine | E
History will judge Vladimir Putin harshly for his war | E
EU says it will fund arms deliveries to Ukraine and hit Russia with new sanctions | C
How new sanctions could cripple Russia’s economy | E
Western businesses cut some Russia ties over Ukraine invasion | R
Norway says its sovereign fund will divest from Russia | R
EU, UK, Canada, US pledge to remove selected Russian banks from SWIFT | C
The antisemitism animating Putin’s claim to ‘denazify’ Ukraine | The Guardian
Ukraine conflict – Energy
West Still Reluctant to Target Russia Energy on Economy Fear | B
Russia Sanctions Over Ukraine Largely Spare Energy Sector, Vital to Europe | W
Russia Sends Natural-Gas Tankers to Kaliningrad Outpost Behind NATO Lines | W
BP offloads its nearly 20% stake in Russia’s Rosneft | C
If the supply of Russian gas to Europe were cut off, could LNG plug the gap? | E
Ukraine conflict – Ukraine
‘Stiff Ukrainian resistance’ continues to hamper Russian troops | C
How Volodymyr Zelensky found his roar | E
Ordinary Ukrainians Rally to Defend Homeland From Russia | W
Ukrainian cities are suffering internet blackouts | E
World Bank may be able to disburse Ukraine aid funds in days -Malpass | R
Ukraine conflict – China
Xi Jinping drew closer to Russia on the eve of war in Ukraine | E
Global
Despite bulging debt everywhere, the IMF is struggling to be helpful | E
Ukraine Conflict Could Strengthen Brazil and Other Emerging Markets | BR
US
Inflation and Interest-Rate Increases Will Be Higher Than Investors Think, Says This Fund Manager | BR
High Food Prices to Pressure Inflation This Year | W
CPAC: Trump Criticizes Biden on Ukraine, Hints at 2024 White House Bid | W
Europe
For Europe, Russia Sanctions Will Sting | W
Scholz: Germany pledges defense spending increase in shift in strategy | C
Germany to Raise Defense Spending Above 2% of GDP in Response to Ukraine War | W
Industries & companies
Autos: A New Brand of Sticker Shock Hits the Car Market | W
Pharma: Covid-19 Vaccine Makers Face a New Rival as GlaxoSmithKline and Sanofi Prepare to Enter the Ring | BR
Technology
The world should welcome the rise of the robots | E
Virus
Hong Kong’s refusal to live with covid-19 is causing chaos | E
Are some countries faking their covid-19 death counts? | E
Why Is Everyone Standing So Close? Personal-Space Boundaries Shifted During the Pandemic. | W
