I just scanned this thread. I apologize if this has been covered. How come nobody is talking about the brilliant job being done to cut China off from their discounted petroleum from Venezuela and Iran? They just took an 8% hit in energy cost now they will be forced to buy it at market. Russia can save them, long term, but Russia is kind of infrastructure light, right now. A level energy playing field is a big deal, IMO. Kudos to the current administration.
Well it is a waste of time to follow the markets today. We are under the influence of a MINI-BLACK-SWAN......the price of oil. Of course the media is in full on fear mongering.....panic....mode. At the same time the world is awash in oil. We are totally energy self-sufficient. The current market is simply something that has to be ENDURED....for a short while. As usual a MASSIVE buying opportunity for long term investors. AND.....the benefit for the USA.....the oil situation will HAMMER our world enemies.....CHINA and RUSSIA. BUMMER.....for them. I have ZERO concerns for the oil situation at all. SO.....I am not going to waste a lot of time posting about it......today or over the next weeks.
AMEN....totally agree. The Fed Isn’t Independent, It Never Was, And It Doesn’t Matter https://www.forbes.com/sites/johnta...ral-reserve-is-not-independent-and-never-was/
Bottom line: "At this point you need to model human behavior more than numbers to guess what happens next." "Investors don’t care about fundamentals right now, they care about optics. And the optics are bad." Why is Private Equity Crashing? https://awealthofcommonsense.com/2026/03/why-is-private-equity-crashing/ Most of this article focuses on the current BOGGY-MAN of the month.....Private Credit.
I like this little article. The Global Economy Is Well Oiled Defying gloom, the world economy is in a credit upswing. https://www.fisherinvestments.com/en-us/insights/market-commentary/the-global-economy-is-well-oiled "Around the world, credit markets are humming. That highlights how, looking ahead, growth likely extends, which undercuts so many worries we see swirling endlessly through the press. And with reality set to continue overtaking expectations, we remain bullish."
DUH......here is the current SHORT TERM MEDIA.....panic. Dow futures tumble 500 points as oil tops $100 a barrel, raising stagflation fear https://www.cnbc.com/2026/03/08/stock-market-today-live-updates.html My take.....RIDICULOUS.....but expected.
ALSO....as expected. Treasury yields climb higher as investors monitor Iran war and soaring oil price https://www.cnbc.com/2026/03/09/us-...s-monitor-iran-war-and-soaring-oil-price.html
Bottom line......we are in the midst of a...... HUGE BUYING OPPORTUNITY....over the next month or two for long term investors. Of course you have to pick what you buy with REASON and RATIONALITY.
LOL....that is pretty much it for me today....even though the markets have not opened yet. I dont see anything of any interest that is going to happen today. Yes........YAWN and LOL.....I remain fully invested for the long term as usual. As a long term investor there are times.....like now....that you simply have to IGNORE and ENDURE.
After all the media hand wringing....I have a minimal loss today so far. GOOGL and NVDA bouncing back and forth between green and red. My current loss is over......1% less..... than the current loss in the SP500. WHATEVER.......a very irrelevant day.
