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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: bruwin who wrote (70814)	7/31/2022 4:54:20 PM
From: E_K_S	1 Recommendation Recommended By petal Read Replies (1) \| Respond to of 78958

OT I was not aware of the details you mentioned. It does go to show that with any investment there is 'Political' risk that is difficult to quantify. The large mega cap companies have exposure to many regions of the world and are subject to this 'political' risk especially foreign currency risk. Not sure you can avoid it unless you focus on small cap companies that manufacture/design products in the US and/or service businesses that are local inside the US.

To: bruwin who wrote (70814)	7/31/2022 6:11:27 PM
From: robert b furman	Read Replies (1) \| Respond to of 78958

Hi Bruwin, Excellent recap beyond my observations - I trust it to be accurate. You married well! <smile> I trust in free market pricing, and if politics and/or war enter the equation , I say the deal does not cut muster. As fare as energy independence is concerned, it has required "more of all" for as ever as I remember. If there is a lean to one side or other, it is because of politics and payola. The world is full of environmental liars, due to money and graft. Its a big and necessary sector and that leaves a lot of room for corruption. Free market pricing should determine the direction of energy, as much of the world is impoverished due to energy poverty. Our economic development was enhanced by inexpensive energy. To deprive any continent, country, or individual of fossil fuel benefits smacks of arrogant carbon imperialists’ impoverishment . Not sure I'm OK WITH HAVING ENJOYEDTHE BENEFITS, AND TELLING THE REST OF THE WORLD THEY CAN NOT. Fair is fair. Bob