Suggestions for a speculative punt?

DireEmblem

Does anyone else think this Russian thing in the news is a bit of a con?

The EU gas supply is 40% reliant on Russia and petrol falls slightly lower at 30%.

The power usage in the EU hasn’t spiked, but there is arguments over Nord 2, and Russia turning off the pipelines from time to time.

I think(hope) it’s just a bit of misdirection to inflate prices and thus profits in a last ditch attempt as we all hopefully move to more greener fuels.

It is also a clear warning that countries need to become more independent on critical supplies.

Germany is building lots of Hydrogen conversion plants in a bid to use their own excess electricity to produce more environmentally friendly gas for consumption.

This could all be simply Russia’s last ditch attempt to bust their income on less environmentally goods they export.

Steve182

DireEmblem said:

Does anyone else think this Russian thing in the news is a bit of a con?

The EU gas supply is 40% reliant on Russia and petrol falls slightly lower at 30%.

The power usage in the EU hasn’t spiked, but there is arguments over Nord 2, and Russia turning off the pipelines from time to time.

I think(hope) it’s just a bit of misdirection to inflate prices and thus profits in a last ditch attempt as we all hopefully move to more greener fuels.

It is also a clear warning that countries need to become more independent on critical supplies.

Germany is building lots of Hydrogen conversion plants in a bid to use their own excess electricity to produce more environmentally friendly gas for consumption.

This could all be simply Russia’s last ditch attempt to bust their income on less environmentally goods they export.

I think this is Russia's last ditch attempt at ensuring NATO does not reach its borders, anything else achieved by Russia in the process being a bonus.

I just hope he (Putin) is bluffing. Ukraine have ruled out ruling out future NATO membership, and as NATO have stated they maintain an open door policy. 

Adyinvestment

Steve182 said:

I just hope he (Putin) is bluffing. Ukraine have ruled out ruling out future NATO membership, and as NATO have stated they maintain an open door policy. 

As far as I understand Ukraine can't join NATO at the moment anyway, as it is against the NATO treaty

“States which have ethnic disputes or external territorial disputes, including irredentist claims, or internal jurisdictional disputes must settle those disputes by peaceful means in accordance with OSCE principles. Resolution of such disputes would be a factor in determining whether to invite a state to join the Alliance.” 

All Putin has to do is keep contesting borders and stirring up the Donbas war.

adindas

Correct again today

Thrugelmir

DireEmblem said:

Does anyone else think this Russian thing in the news is a bit of a con?

Europe needs Russian energy supplies. Years of under investment in the sector are playing into the Russians hands. Climate change protestors have failed to factor in Geo Politics into their thinking it seems. Might help to slow global warning. But has allowed Russia to flex its muscles again and become a player on the international stage. 

Steve182

Thrugelmir said:

Europe needs Russian energy supplies. 

Yes agreed, as does a drug addict need his/her fix from the local pusher every night. Europe desperately needs rehab (investment) to rectify this problem!

adindas

Thrugelmir said:

DireEmblem said:

Does anyone else think this Russian thing in the news is a bit of a con?

Europe needs Russian energy supplies. Years of under investment in the sector are playing into the Russians hands. Climate change protestors have failed to factor in Geo Politics into their thinking it seems. Might help to slow global warning. But has allowed Russia to flex its muscles again and become a player on the international stage. 

Steve182 said:

Thrugelmir said:

Europe needs Russian energy supplies. 

Yes agreed, as does a drug addict need his/her fix from the local pusher every night. Europe desperately needs rehab (investment) to rectify this problem!

A lot of this extreme environmentalist think they could replace the fossils fuels with Hydrogen (like in the previous post) in relatively short period. 
Well, you could reduce it gradually but replacing the dominance of fossil fuels with renewable, you will need more than one generation to do that imo.

GW1950

First time poster here concerned about growth stocks with current inflation and more interest rate rises coming. Noticing the fear index that has been flagged up a lot recently but hard to irgnore.

Markets looking like it's factored all this in already (including Russia) and near a bottom? or still more on horizon and high time to start searching for growth in other assets? 

Not looking for advice but curious on thoughts

Alexland

GW1950 said:

Not looking for advice but curious on thoughts

My thoughts are to ignore the news and keep investing regularly into something diversified with good long term prospects.

adindas

GW1950 said:

First time poster here concerned about growth stocks with current inflation and more interest rate rises coming. Noticing the fear index that has been flagged up a lot recently but hard to irgnore.

Markets looking like it's factored all this in already (including Russia) and near a bottom? or still more on horizon and high time to start searching for growth in other assets? 

Not looking for advice but curious on thoughts

I do not think the market has factored Russia Invasion on Ukraine. Thus volatility anytime there is new information about this. But noone knows about this for certain. Also keep in mind the invasion might never happen and you miss the boat.

Regarding your concern, It will depend on the type of your investment. What sort of investors are you.

What type of investment are you holding ??. Is it well diversified fund, mature value stock or high growth stocks?? If you just invest in index funds, well diversified fund, a highly mature long establish companies for dividend play, then it might not be worthy keeping your eye closely. This is a type of investment where it suits simply invest and forget, waiting for dividend to be paid. But for this you do not expect an exponential return. Also you are not immune to stock market crash and bear market.

But for high growth stock, a fund comprise a large percentage of high growth stocks, high risk/high rewards especially in the bear market with a lot of FUD in the market even the good one it really makes the difference as the volatility is very high, the swing between low and high within weeks could be could be 100%+.

There is no point of taking more risk if you do not take advantage of volatility in the market. Keep in mind the stock market and the price of individual stocks are not only ruled by the fundamental of the companies, but there is also exuberance (or irrational exuberance) that could drive the price significantly.

Some people are holding both of them.

Everything has a limit to growth, so by the end of the day all stocks high growth stocks will turn to become a value stock driven by the fundamental. Similarly mature value stocks will die if they do not transform. Just look at the history of S&P 500 companies.

So it is all back to your risk attitude. Noone could predict the future with certainty. If you are afraid of losing money due to market crash then probably saving is the most suitable product.

A good high growth stocks (differentiate with P&D penny stock) are high risk but also high reward, they are most effected by the inflation and interest rate. But when they recover they will recover very quick. not uncommon 100%+ in less than a month.

I remember an acute hedge funds once said in the bear market there is always be a bull market to be found.

Referring back to the past, I know when you post the post like this on this MSE forum a some people do not like it.