Buy on Invasion, Sell Russian assets and a pig tail shortage in Belize

February 28, 2022. Volume 2 # 39

War and Markets

This is an ugly subject, but the record shows wars are good for stock markets. Buy on Invasion. Brings back memories of Masters of War by Bob Dylan.

But it isn’t war profiteering that drives markets, but investors who know that once the initial scare is over most companies are in fact unaffected by war. Here’s a quote from a friend of mi…