Putin's War: Saudi ends up being a winner. On many levels. Also, link here, and here -- Saudi's foreign exchange reserves.
Link here. Foreign Exchange Reserves. Huge turnaround. One expects this to continue for awhile.One wonders if OPEC+ is ready to go back to just plain old OPEC?
Random: I am absolutely convinced Buffett's investment in CVX in 1Q22 was a game-changer for Wall Street analysts, mutual fund managers, hedge funds, etc.
Energy: remains best investment. One would never guess this by all the negative mainstream media reporting but JPMorgan provides update / assessment.
This Wednesday, link here:
Just the luck of the calendar, but trading early in the month after a terrible April, the calendar might work to the advantage of these E&P companies. I don't know. Just a thought. One analyst is comparing May, 2022, as far as investing goes, to March, 2020.
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Rules of the Road
Judah just turned two years old. Apparently his twin brother, Levi, did not quite understand the goal, here:
I can watch this all night.
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