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IBDvalueinvestin (98.38)

Ukraine a non Event for US Market.



March 02, 2014 – Comments (13) | RELATED TICKERS: SQQQ , DOG , SPY

#1 Ukraine is not a NATO member, meaning the U.S. and Europe are not obligated to come to its defense.

#2 Small regional wars have been positive for Worldwide Economic Growth.

#3 Wars have increased production of and growth of defense contractors and increased growth of reconstruction building materials worldwide as all wars come to an end and reconstruction spending boosts the worlds economy.

4 In the last 20 years there have been regional wars in Slovenia, Serbia, Croatia, Bosnia, Kosovo, Macedonia, Georgia, Chechnya, Sudan, Libya, Iraq, Afghanistan, Egypt, Syria, Pakistan, Yemen, South Sudan, Turkey, Kurdistan Province, Israel, Lebanon, Russia, and other nations (I apologize to the nations that have suffered from war which I may have left off the list).  

#5 This vast list of regional wars is just proof that regional wars are common place and actually help the worldwide economy at the expense of the poor souls that have their life taken from them. But that is just the world we live in and we must make do the best we can with the cards we are dealt.  


13 Comments – Post Your Own

#1) On March 02, 2014 at 2:06 PM, awallejr (29.47) wrote:

If I recall the Ukraine's boundaries were guaranteed by US, UK and Russia in return for their giving up the nukes it had.  But to suggest that regional wars are a good thing because it spurs economic growth is horrific.

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#2) On March 02, 2014 at 3:35 PM, IBDvalueinvestin (98.38) wrote:

awallejr , you have misunderstood. I too dislike war just as much as all the no war liberals in the world.

I am not saying regional wars are a good thing to start just for economic benefits. I am saying the ultimate outcome is as such regardless if you pro war or pro peace. Its just how it is currently in the world and it does not look like it will change soon.

 Just look at all those nations that were involved in war in the last 20 years and I did not even include all the NATO members that also were involved in one way or another.

By the way I do know that Russia signed an agreement to protect Ukraine's borders for giving up those Nukes that's why I think this may not lead to full blown war. 


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#3) On March 02, 2014 at 4:37 PM, IBDvalueinvestin (98.38) wrote:

Unlike in the west, Sunday is the first day of the work week in the middle east and the stock market was open throughout the region.

Market Reaction to Russia entering Crimea? Just about flat to a tad down. Business as usual.


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#4) On March 02, 2014 at 9:19 PM, awallejr (29.47) wrote:

I can understand Russia's concern for Sevastopol, being their only major port to the Black Sea.  If that is the issue then diplomacy should be able to handle it.  But I do not want to start seeing appeasement again. We guaranteed Ukraine's borders.  If Russia wants to renege screw them.  They don't have the muscle in the long run.  But I am not going to say whoopee economic progress in the end.

Russia once tried to screw Berlin with a blockade and guess what US solidarity stuck it to them. They want to blackmail Europe with nat gas?  Again, screw them the US can rush the LNG exports to relieve Europe along with Europe switching back to coal short term.

Russia loses in the long run if they pursue this aggression. Putin lost all credibility he had gained with Syria.

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#5) On March 02, 2014 at 9:28 PM, awallejr (29.47) wrote:

Unfortunately for me my MTL shares are probably screwed but oh well.

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#6) On March 02, 2014 at 10:31 PM, VExplorer (28.96) wrote:

Sevastopol, is a major Russian's military port (and huge cost guard infrastructure of tha base). Development of Novorossiysk which was planned to replace Sevastopol by 2017 was interrupted (developed Sochi infrastructure instead?). Economically, Sevastopol isn't an issue, but to lost Ukraine from their orbit for Russia is really "unacceptable". Crimea is just easiest part to destabilize: most of population are retired military of USSR and their families. In time of USSR, Cremea was kind of "Florida" (or even Cuba before Castro) - right place to retire after years of military service in horrible Sibiria/Polar base.

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#7) On March 02, 2014 at 10:39 PM, VExplorer (28.96) wrote:

P.S. "Sevastopol, is a major Russian's military port" - I mean, in Black Sea. It is a weakest of Russia's three. North - strongest, Pasific - not bad, but Black Sea was not upgraded at all in last 25 years. It was a part of the deal after 1991. Russian's lease Sevastopol base until 2017 without upgrade option.

First "deal" Yanukovich signed with Putin in 2010 was extention of the lease for another 25 years. It was his first step in Putin's direction. Long story... Probably, Americans are not interested in it.

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#8) On March 02, 2014 at 11:19 PM, VExplorer (28.96) wrote:

P.P.S. Interesting how it will effect another issues like Syria, Iran, and N.Korea in which Russia is involved as a "partner" of West.

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#9) On March 03, 2014 at 12:53 AM, valunvesthere (22.85) wrote:

Lord of War

Theatrical release poster

Distributed by: Lions Gate Films

Release dates: September 16, 2005 (USA)
                          January 4, 2006 (France)
                          February 16, 2006 (Germany)

Running time: 123 minutes

Country: United States

Language: English

Budget: $42 million

Box office: $72.6 million

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#10) On March 03, 2014 at 11:49 AM, awallejr (29.47) wrote:

Well the people I feel bad for are the Russian people themselves.  They really need to boot Putin out of office, strip him of all the billions he stole and ship him off to Siberia.  He is leading his Country down the wrong path. 

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#11) On March 03, 2014 at 12:37 PM, gr8twhtebuffalo (49.86) wrote:

Buying opportunity!

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#12) On March 03, 2014 at 12:43 PM, awallejr (29.47) wrote:

Actually I bought some T today.  Market down big and my personal portfolio stayed the same.  This is why I like a yield heavy portfolio.

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#13) On March 10, 2014 at 7:27 PM, awallejr (29.47) wrote:

Again, screw them the US can rush the LNG exports to relieve Europe along with Europe switching back to coal short term.

Seems others are starting to champion this.

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