Supply chai resilience.

Moving into a just in case world with just incase investment portfolios.

Inflation? Biden..White House agreement.

Putin on the naughty step. Supply shocks. Oil supply shutdowns.

Nuclear threat looming over the world.

It’s going to be expensive. Large deficits.

A weaker Euro not just dollar.

Secure stock piles of gas and fertiliser.

French re election of Macron not going down too well with farmers as the dump farm yard rubbish and manure on the door steps of the government buildings.

Fed is oversize says it doesn’t matter. Thier hawkish. Dollar should be alot stronger then and credit should be wider.  Economy on a solid footing then cashflow will be thier to reserve thier debt.

Pay ups for inputs will reduce are profit margins for markets and investments.

Fog around complex investment decisions.

Reducing uncertainty man made fog of unknown master of this are Russians and Chinese?

Are they finally gonna build the keystone pipeline?

Ukraine situation gonna be resolved? Maybe next decade.

Denial and deception operations (the fog).

What is actually is happening in Ukraine?

What do we do?

Relief for lower oil prices.

KYS - know your supplier.

Renewable transitions.

Plan to reinvest if and when the cell off comes. Trust in global commodities and thier key business’s . Cap X require for this renewable is colossal.

Aussie dollar does well in this as they are a secure supplier. A short in this. Australia will be one of the biggest debtors in the world. Putting a lot of capital to work over seas and nearly all of this is unhinge. All. Regulation in Australia, all of superfunders this will apply to.

Un-hedged short Aussies.

Currency going down then happy days. For these Aussies. No don’t go out punting this dollar start thinking about the long term winners.

Namesté.