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Latest Insights on WEN

Russian President Putin oil ban in US Putin vs. the Fed (vs. Your Portfolio) Yesterday, President Biden announced a ban on Russian oil imports to the U.S. The announcement boosted oil prices, now up a full 70% per barrel since the start of the year. But what if that’s only the beginning?
Mobileyes they're watching you IPO meme Mobileye On The Prize, Dick’s Digs Deep & Google’s Mandiant Mashup
by Joseph Hargett March 8, 2022 Great Stuff
The Mobileyes Have It… Mobileye of a hurricane, listen to Intel churn. The market serves its own needs. Don’t mis-serve your own needs. Volatility it up a notch, speed, grunt, no, strength… All right, Mr. Great Stuff, are you implying it’s the end of Intel as we know it? Maybe? I know I’m exaggerating a […]
Invest in space exploration Space Stocks: Beware of Falling Debris (3-minute read) Space stories seemed like a great idea with plenty of investing promise. But in the real world, here’s what happened…
Russia Oil Investors Mount Doom LoTR Meme OPEC’s Pep Talk, Dollar Tree’s Test & Ford’s Double Focus
by Joseph Hargett March 2, 2022 Great Stuff
Burning The Midnight Oil Great Ones, oil is weird. I’m not talking about how oil is basically decayed, decomposed lizards from millions of years ago. Or how all those lizards died in a global extinction event … or even how the overuse of those recumbent and rotted reptiles is potentially leading us toward our own […]
Russia and Ukraine, Globalized War The 1st War of the Globalized Era Would World War II have come as quickly as it did? Probably not. In reality, Germany was already isolated. After 1933, the Nazis moved to make the country self-reliant. Everything went to Hitler's war machine. Germany didn't depend on Europe for anything in 1939, and vice versa. From its spurious historical rationale to its bloodiness, Vladimir Putin’s invasion of Ukraine is a carbon copy of Hitler’s invasion of Poland (with one exception: Putin's blitzkrieg appears to be failing in the face of fanatical Ukrainian resistance).And yet, Russian commodities still flow westward. Although Western sanctions have ratcheted up faster than I expected, there are still big carve-outs for Russian energy exports.

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