War, Terrorism & Ugliness

Tech Costs to Spike as Russia-Ukraine War Withholds Vital Commodities

The Russia-Ukraine war has continued to escalate on all sides. As Russian forces continued bombing Ukrainian cities, Western Europe and the US have tightened all sanctions, for better or for worse. This conflict has affected millions, through physical and economic upheaval – leading to a series of global trends that will affect us all. Which […]


Upset Markets Carve Out New Opportunities and Defensive Plays

There’s no reason to beat around the bush this week.

I’ve cancelled our regular Buy, Sell, or Hold this week to address what is on everyone’s’ minds this week: Russia’s invasion of Ukraine, the dramatic selloff that followed, and what can be done about it.

You can access this Emergency State of the Markets by clicking the video below.


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