Russian Invasion – The Cheap Investor

Russian Invasion: Impact on Semiconductors

The Cheap Investor4 years ago4 years ago05 mins

This week, markets woke to news that Russia invaded its neighbor Ukraine. Tensions mounted for weeks. Most believed Russia would wait for the Olympics to end. Well, the closing ceremonies were Sunday and Putin wasted no time on his military threat. What is the impact on the global economy? The conflict impacts an already challenged…

Russia Invasion: $100 Oil and FANG Investment

The Cheap Investor4 years ago05 mins

Russia has invaded the Ukraine. Geopolitical chaos is driving oil toward $100 a barrel. Investors have flocked into energy plays in response. Energy as a group is up 17% in 2022. The second best performer? Financials which have lost only -1.8% of its value this year. As we discussed in our January 13 article, oil is the place…