The Investment Thread

Today just felt super smooth. To add. January jobs were also relatively good. Doesn’t seem like Russia is invading this week.

Supply chain is always a chip that can cause some market stress. But today just felt smooth.
That jobs report was spectacular. It should provide tailwinds for the next week.

After the Olympics are over the ground will be completely frozen in Ukraine and that will be when it happens if Putin isn't just posturing. I think the Olympics are key since Putin's big ally is hosting the games and doesn't want to get on Xi's bad side.

Want to really send the market screaming, let Russia make a move while China simultaneously makes a move on Taiwan. A frew days before the olympics are over, I'm going to buy a bunch of $.01 puts on select stocks and some calls on Dick Cheney based companies as an emergency hedge.