Monthly Archives: March 2022

Covid in 72 hours

This is not medical advise. This is a story about someone personal experience and his personal research to rapidly response his next occurrence and reduce potential permanent damage to his other organ due to the Covid virus. There is also no endorsement of any medical product.

In past 10 years, I’ve been compiling methods to recover from influenza virus immediately, through the use of natural remedies and techniques. Medical practitioner indeed won’t easily transcript medicine to quickly recover from influenza, rather than letting body and remedies to naturally recover. I’ve used these techniques to counter incoming yearly influenza virus. I’m normally able to recover from influenza within 3 days, most of time since then. It is an interesting time to test it with what they so called possible human made bio weapon one, the CoVid. As a disclaimer, I already had 2 Comirnaty doses within 9 months and 1 booster dose within 2 months, prior to this first Covid infection. I have no other health issue nor any known allergies/ressistance to any known product. Therefore this method may not be suitable to just anyone. Here is my own personal story.

Day 1: The Symptoms

A sudden loss of energy on day 1, tired, and sleepy. I realized that when first symptom appeared, the virus should had been multiplied by millions or billions already. Their spies must have been infiltrated all across the host body, even before my defence alert systems was triggered. I’d less expectation to recover quick, but immediately preparing my influenza recovery strategies. It’s very important for me to understand that I was racing with time. First day RAT test came positive, 7 days of self-quarantine started immediately.

Positive result
Racing with time

It started with a little fever and increasing, loosing appetite was almost immediately. From what I understand, during first few days, it’s ok to eat much less. It’s quality time and not quantity time. During this time, we need to have best possible food. Here are my best personal compiled food menu with no dietary restriction at all:

  • Beef bone broth is the best so far, working flawlessly every time for my family as well. An example is original Vietnamese Pho (not modern fancy one). The fresher and thicker the broth from the beef and their bones, the better. I may have many experiments with many other meats and fishes, but it seems the beef and their bones always fit our family best.
The Thicker The Better
  • Chicken soup, is too classic story for influenza but I still tried this time as well. From my experience, I still feel chicken soup is much less superior compared to the thick beef bone soup. From my understanding, red meat fat might be one of most important ingredients to build primary white cells armies. Poultry white meat should have much less fat, therefore less helping my experience.
  • FRUITS, I mean lots of FRESH FRUITS. I’ve been trying many different kind of fruit and their juices. Reconstituted fruit juice from supermarket may benefit than nothing. However, fresh fruits always do much better. My experience seems to do better when they are red. I learned it from fighting cancer articles during my mother battle with the cancer. Fruits or vegetables with red colour tends to have highest antioxidant and benefits, such as Strawberry, yellowish reddish Mandarin Orange, and Beetroot. Look for the RED colour.
strawberry
  • Lots of garlic and moderate amount of salt. I heard soldiers in past always carried away raw garlic to combat bad weather from getting influenza. Either the garlic or the salt, both of them seem to help.
  • Lemon and/or Lime. This might bring the vitamin C. It seems to help in many occasion. Simply squeeze some lemon with raw honey in warm/hot water. I don’t belief much in human made vitamin C products on shelfs.
  • Raw honey. Please be aware, most honey in supermarket may have more bad additive than its raw honey. Raw honey is expensive to made and won’t give enough profit to sell in supermarket. Therefore producers may add volume with cheap components like bad sugar, which is actually dangerous to health.
  • Banana, Zinc, vitamin D and K. From my knowledge, Banana is full of zinc and zinc is required to build immune with help of vitamin D and K.

I recently tried Vicks first defence which must be used immediately within first 24 hours. From my last 2 experience, this seems to work very little, more like nothing, other than making the virus mad. I read it could change PH level around nasal area to give uncomfortable environment for virus from multiplying easily. At least I gave them some resistance and can trigger nasal to produce more liquid to prepare for a big flush out.

Vicks – first defence

After few minutes applying the spray, there would be much more snot around; here came my regular nasal rinse practice, working well for me so far in many years. It doesn’t clear out all or kill all virus immediately, but it helps to flush most of them out. With frequent flush, at the end, they will run out of resources to multiply. They grew exponentially with time but every flush should remove most of them almost immediately.

Therefore my strategy was to make them uncomfortable with PH level, reduce their exponential grow, forcing nasal to produce more mucus, and then boom, flush them out, most of them, with lots of water. There’s no way our body could naturally produce so much liquid every time, therefore I believe nasal rinse was very important in my recovery. Always important to remember, the bottle must be cleaned trough fully with soap and the water must be boiled very well and cooled down properly and/or filtered if necessary. No hot or warm water (only room temperature water) is suggested to avoid more inflammable area for the virus to easily penetrate. We must also avoid any unnecessary infection due to dangerous bacteria, especially since we are dealing with very delicate and sensitive nasal area. That’s why, I added 1-2 drops of diluted Iodine, very small that is enough to guarantee safety use. Other than high probability of helping to terminate the virus, it’s very effective to kill bacteria that may complicate my personal vendetta against the virus

I usually take 3-4 bottles each time with a very little drop of iodine to help. I don’t have enough knowledge about medical effect of iodine. I believed a lot of nasal passage area was bleeding due to virus inflammation and therefore iodine should also help a lot in here to protect them from new virus/bacteria. I use FLO and their refill sachets since it’s more convenient. I usually repeat this frequently, especially during first week of infection.

Take one shot first and let the nassal soaked in water for 30 seconds. After that, continue with flushing the whole bottle. Repeat to next bottle after giving some 30 seconds delay. You might be surprising with how much yellow dead corps of our immune armies together with same amount of virus being removed, A LOT. If we don’t help with nasal rinse, they might be left dried for longer period of time or can easily hide.

My first best weapon – flush flush flush them out

I realize this CoVid has strange symptom of sore throat that’s not common from my influenza experience. I use sore throat spray. I don’t use frequently. I worked like a charm for me, 3-4 sprays and it’s gone. It’s very important to keep inflammable throat and nasal recovers and protected back quick.

During this war, we should always maintain hygiene high. Take frequent tooth brush, and ear cleaning too since they are all connected. Frequently, my family uses Betadine sore throat gargle. This is one of the trick! Based on some scientific research, iodine may be able to kill VIRUS in 30 seconds. However this research might be widely disputed, rather than being used to help. I could no longer read any anti viral from the box like before, but the iodine was all I need. From my knowledge, there is no other substance that is safe for our skin layer which can terminate virus safely (not bacteria). I hear, there is a risk of iodine when it comes inside the body or above some safety level. Regardless, I was not going to drink it and it will stay outside skin layer with proper dilution. Safety use and level of Iodine (keep them above and outside skin layer) is my second best weapon to terminate the virus. The virus has 2 sides of massive bombings, one from inside (immune, food, etc) and one from outside (Iodine killer, PH level and frequent flush out).

My Iodine source of povidone-iodine

At end of the day, here came the headache. Compared to normal influenza, yes this CoVid headache was pulsating, on-off, and very sharp. In my case, I think the virus was trying to inflame/break my nasal skin layer very hard with their hypersonic missiles. I usually never took any paracetamol but this time I decided to take one 1000 mg paracetamol therefore I could sleep well, without any pain.

Day 2: The Bad Day

Second day of RAT result was very obvious with two thick of double lines. The headache came on and off. I still won’t take any pain killer, like paracetamol, since they are not good for health, won’t train our life fighting spirit, and not supporting our immune at work. At the end of the day, I only took half of 1000 mg or just 500 mg of paracetamol. I preferred Lemsip powder, since it’s working very fast and I could stop when I need to. It’s also a calming hot drink. The fever was gone at the end of the day which might mean the immune already found their important targets, rather than just targeting everywhere like muscle (muscle pain) or brain (headache).

As usual, the Virus tried to inflame nasal passage (nasal congestion/stuffy nose). When nose is blocked, we have to breath with mouth. That’s when throat got dried easily, inflamed, and the virus could easily penetrate the inflamed throat skin layer and then may potentially invade the lung. This is where I prefer to have early start with cough medicine, even though there was no cough symptoms yet. The reason is, I believe we must protect LUNG at any cost, with such as little effort of cough medicine. I think cough medicine will lubricate the lung and make it hard for the virus to invade and also to flush them out more frequently with making it more sensitive. From many past experience, early use of cough syrup significantly reduces probability of having very long cough, after the runny nose. Same to my daughter, taking cough medicine since first symptomn, even-though there’s no sign of cough, again helping to avoid any bad cough after runny nose.

One good practice is also to use humidifier and hot shower. This might create asthma problem for some people but again in my case, I have no other health problem. I just want to get rid them as quickly as possible and reduce potential permanent damage to any other of my organ.

Other good practice is to keep Windows open wide with lots of air flow and sun light. This should help to minimize re-infection.

Sleep sleep and sleep. I found sleep during CoVid is more beneficial, than when it is in influenza. Another important practice is also to stay away from stress. I believe a simple meditation is as beneficial as sleeping. Sleeping might not have good quality when its unconscious mind is stressed/not sleeping. Regular meditation may programme unconscious minds away from the stress.

  • think about your breathing, 10 seconds breath in, 5 seconds hold, and 10 seconds breath out
  • think about nothing, think about your existence, try to merge with nature. Everything else is not important.

I can feel, stress can be very important factor to play in this situation. It can help to recover quick or push it to worst. At the end of the day, money is much less important than our health.

Day 3: The Lung, The Stomach, The Kidney and The Heart, It is the CoVid Enzyme.

Here came an upset stomach. I could feel I almost wanted to vomit one time. The virus tried to keep me away from the water. I always carried a bottle of water and sip slowly. Body needed lots of liquid to throw them away out. I tried to understand reason of the stomach upset which I never had before in any of my influenza symptoms. I think it’s because the CoVid virus has very dangerous enzyme in their body and my stomach was trying very hard to throw them out. The dangerous enzyme may have some link to CoVid organ damages, like scientifically seen damage to kidney and heart, or some to brain, in very rare cases.

Therefore what I needed was lots of tissue and plastic bags. Spit and threw away any liquid that potentially had any virus from entering stomach, as maximum as possible. It worked almost immediately. The stomach upset was gone immediately and never happened again. At the end of third day, 72 hours since the first symptom, I started to see the immune took over winning line very rapidly, just like that.

I was actually surprised, the recovery was much quicker than my experience with influenza. Covid in my family case was all pretty much short lived. My daughter was able to recover within 36 hours only. She was 7 years old and only had one Corminaty dose within a month or two. Eventhough children were said to recover quick, my daughter might carry very little auto immune gene. She had experience of recovery from measles within 18 hours with very high fever and from very bad food poisoning in less than a day. All of her influenza experience were not able to stay longer than 36 hours. She usually took Sambucol but I think we always gave her red coloured fruits daily, e.g. Strawberry and other fruits.

Kid immune

Possibly since I kept same practices from day one, my recovery was consistent and rapid. I might declare myself winning the game at the end of day 3. I read an article, the Virus could stay dormant until day-5 and flared up immediately to worst state like lung collapse etc. I waited carefully until day-5 while keeping all same practice and seemed there’s no sign that they would come back anytime soon. I win this first infection in 3 days. On day 4 and 5, I was craving for lots of meats (lambs, beef, etc) and seems my food appetite came back up stronger.

On day-6, for my own curiosity, I did another RAT test and I’s right, it’s gone, just like that! Is that all the mighty novelty virus? Its headache, fever, and stomach ache might be a little bit more, but I feel it’s just too much hyped from what I heard from news. Take it easy and until next time!

Negative result

Any idea in this blog and website are my personal own. They are not any professional advise. They are not medical advise.

Levitating

Dedicated to frequent questions asking for my personal opinion and non financial advise, in regard to situation in Australia.

Is Rocket Lab a Buy? | The Motley Fool
Levitating – Dua Lipa

If you wanna run away with me, I (always) know a galaxy
And I can take you for a ride
I had a premonition that we fell into a rhythm
Where the music don’t stop for life
.

When I was young, I always have one question in my mind. If human created economy is a fair systems for any new born, why do farmers in emerging countries, after using all of their dearly life capabilities (physical and brain), and working so hard for rest of their dearly life, they earn lowest in the economy systems? I should have all of their economy problem dejavu printed in my DNA because I am one of their children. I have knowledge in agriculture innovation, technology innovation, as well as economy innovation. Should we use “work smarter” to justify status of 26 millions of poor farmer families in Indonesia? Or do we justify economy borders based on gender, language, wealth protection, race, and refusal to work hard?

The farmer produces food, one of critical elements in oldest day of human economy, prior to information technology, bio technology, defence technology and economy technology. Hundreds of years ago, human went to war, just to secure access to food. Before modern imperialism, even commodity as simple as salt and pepper was our global currency. I understand economy systems should evolve, like the Keynesian, but their basic evolution should emphasize democracy of human number, rather than democracy of money number, should we see human life is valued higher than the money or economy itself, to binocular geopolitical atrocity per se.

The farmer seems to live in different economy systems and socio economy population. To justify their social population grade, farmer in advanced countries are able to make difference. It should show that there are two issues in here: (1) job based population, and (2) emerging/advanced economies.

It is estimated 26 millions of poor farmer families in Indonesia

Famer family effort to have better life should drive socio path to urbanization, which is still one of China internal growth combustion engine. Even that so, it’s still a question to my mind, why white collar in advanced countries makes significant different to the emerging ones? Obviously emerging has different level of economies, compared to advanced ones. It might be related to wealth protection systems, financial weapon and their stability/less volatility/higher margin defence.

Back to farmer produce, it’s intriguing that one of our top picks, food, now becomes one of major elements that’s hard to control in today hot inflation. Capital is rushing to secure fertilizer sources in which they expect to generate double digit of return to next 10-50 years. Russia is also one of biggest fertilizer exporter. Obviously I should say, today inflation is different level of inflation we have seen in past 3 decades when sacred food has never been on our table. None thought centuries of effort to depress food price would be out of their genie bottle. Food is just one example of many following commodities. I should admit food can be one kind of nuclear weapon to destroy emerging economies. When stomach is empty in poor economies, human mind could easily go insane to riot. Premium to emerging business should also increase, together with their less margin in energy and commodities.

It’s very important to keep commodity muted for sake of our economy systems stability, until they break lose. Until this article is published, their (oil, metal, energy, etc) price increase hasn’t shown any indication to stop at all !

Tradingeconomics: chicago wheat price.
_graph1.png
Fertilizer

GALAXY AND MY PERSONAL PREMONITION

Being adaptive with our galaxy to live in, is always interesting. One of our other top picks, energy, might be able to be define economy based country border between emerging and advanced ones or between advanced economy themselves (Europe vs USA, BOJ, Australia/Canada). In today economy, oil is still one of best proxy of energy, despite our effort to have lower rate of ESG.

IMF research shows significant correlation between oil and country GDP. Energy is today one of most important basic needs of human. Information is mostly stored in energy, currency and their transaction are as well (evolution with digital coin). As seen below, every increase in energy price, will adversely affect emerging economies. Their current and trade account are mostly lower with every increase in energy and oil.

IMF research

I would then use commodity and inflation in general to proxy share market index performance between 3 countries, USA (centre of financial universe), Australia (commodity sensitive) and Indonesia (emerging market).

share performance from 3 different kinds of countries

Obviously, the USA, our world defence, should remain to be in the centre to have this correlation working. Based on this simple comparison table:

(1) Between 2008 and 2015, during GFC recovery, when money was sanitized well within financial systems, when inflation was relatively muted, emerging countries were able to run best, exceeding the USA. During this time, possibly afraid of the inflation, RBA took drastic currency strengthening causing AUDUSD to reach 1:1 in 2012. Missing inflation factor during this time, accompanied with expensive AUD caused Australia to perform worst. Many global business exited Australia, since AUD was simply too expensive with no inflation around.

(2) From 2015 to 2022, when inflation was just starting to pick up, Australia is showing increasing acceleration with USA is relatively muted/stable. It’s quite obvious that emerging is performing worst in inflationary environment, compared to Australia.

(3) Should index perform relatively same to next 2 years based on past 10 years performance, we may see incoming huge potential growth in Australia, compared to emerging countries. It may even run better than the USA. This might also be supported with my previous inflation arguments that the USA should let inflation run amok. That should benefit Australia A LOT!

Also already explained in previous articles:

(1) There’s no inflation in Australia with missing energy inflation in Australia, unlike other countries.

(2) Australia GDP is growing faster than the USA, relative to December 2019 quarter of CoVid pandemic.

(3) Australia seems to be much less impacted with geopolitical issues, comically should any nuclear dust theory ever possible explode on the earth.

(4) Australia is already performing better than emerging countries, even compared to USA, in regard to latest CoVid recovery, surprising me actually about Canada. Nevertheless, it might be due to commodity advantages.

Image

This might lead to my other personal opinion to whether assets in Australia (e.g. property) is due to fall when RBA should start increasing their rate within this year? Personally, I doubt. In 2019 when Australia property fell to enter next level of inflation phase, I believed that property run in Australia shouldn’t end because inflation factor was not there yet. Interestingly, in 2019, I found property data was offering better potential return compared to its share market companion. At least it isolated most of my data from the CoVid infestation.

As explained in previous article, the centre of financial world, the USA, should continue to let inflation run high, unlike their past decade of monetary policy. With Russia as one of biggest energy and commodity suppliers taking world into energy and commodity scarcity, I think Australia growth should be very much supported.

Depending on how this global inflation could possibly evolve into destructive hyperinflation; as of today I would have same opinion with the Fed and Yellen that inflation should subside by end of year or next year. Don’t get me wrong, I highly doubt the Fed transitory inflation thesis last year. However market dynamic and my other internal research may support my thesis of sustainable high inflation this year. It doesn’t necessarily mean a drop in inflation. I believe inflation should remain high, but it should not reach level of the destructive manner (hyperinflation). Keeping our insanity to geopolitical risk, Russia movement in their card to drive hyperinflation might be much hyped. My simple argument is that Russia GDP with 125M population is equal to Australia GDP with only 25M population.

We should understand, sustainable high inflation may likely generate most optimum growth in economy. I could understand Mr. Biden frustration/difficulty to explain benefit of sustainable high inflation.

“Do you think inflation is a political liability going into the midterms?” Fox News White House correspondent Peter Doocy could be heard shouting as journalists filed out of the room.

“No, it’s a great asset,” Mr. Biden muttered sarcastically. “More inflation. What a stupid s** o* b****.”

source: CBS news.

Compared to other countries, Australia has historically preferred currency and property investment, with their famous franking credit and negative gearing systems. Their preference in currency almost stalled their economy in 2012, therefore I think they should learn from it much. We have CoVid pandemic still hanging around the economy. Geopolitics also adds uncertainty to the fragile economy. With more indication of reluctancy of RBA to increase rate (with excuse of missing energy factor), China threat, and opportunity to pick up energy and commodity greatest opportunity moment, I think it’s more appropriate for the RBA to support Australia economy growth and capture this life time economy growth opportunity, rather than to put the country muted again like they did in 2012.

The Highest G-Force A Human Can Stand
It could probably be highest G-force in current financial market

Australia is like a rocket, watch it blast off
And I’m feeling so electric, dance my ass off
And even if I wanted to, I can’t stop
Yeah, yeah, yeah, yeah, yeah

MY RHYTHMS

#2019 correct rhythm – property over equity

Back to year 2019, many knew, I’d been overweighting my data greatly on property rather than equity, simply because reason of inflation factor wasn’t there. I was surprised with oversold in commodity currency therefore my data started with emerging short to commodity countries and hedged it to China.

#2020 correct rhythm – equity in general

In 2020, equity was performing well in general.

#2021 incorrect rhythm – China fall

China failed to maintain their property growth, mainly related to their offshore.

#End of 2021 correct rhythm – NASDAQ/EV trucks going downhill sparks inflation

After running greatly between year 2020 and 2021, I would think it’s more appropriate to follow rhythm to normalize EV high valuation. I had to cut EUR data once the geopolitical issue was started. Simply the trades between EUR and Russia is too big to ignore (over 50%).

I got 3 out of 4 rhythms correct (75%) in past 2 years. Hopefully 75% is enough probability to justify my personal opinion about Australia.

RIDE – DON’T STOP FOR LIFE

With increasing AU10US10Y, we could have some supporting factors:

  • US rate expectation is way too high (7-9 rate hikes) while credit market is contracting,
  • US inflation is expected to stable,
  • USD is relatively overbought,
  • NASDAQ may continue to have pressure,
  • German Bund is going back negative which doesn’t seem to support spread to the Europe,
  • Japan may have geopolitical risk (Kuril island dispute),
  • China and Asia emerging risk due to energy and oil.
AU10Y – US10Y

We might be able to use this opportunity to leap our economy status high to next galaxy.

The Kangaroo Hop
How far can a kangaroo jump?

Any idea in this blog and website are my personal own. They are not financial advise.

Fearless

Ныне Силы Небесныя

The Power of Heaven

Fearless Girl of Wall Street

Since early year 2020, human lives have been living fearlessly with:

  • Bio CoVid
  • Bio Omicron
  • Geopolitical issue (might be statistically due to excessive money printing?)

Despite all drama in past 2 years, our democratic inflation thesis should fearlessly stand strong. We can’t invest (take long commitment) in things we believe in fear. Luckily, lady luck may still be in our side, in regard to the Fed tightening argument. Yes the Fed was clearly behind the curve, but they may always find an opportunity to continue to do so. It’s not without reason to fearlessly face the mighty Fed, when other side of the government fiscal interests is still with us.

Fiscal refinancing

However, this action is not without any cost. It may continue to spill excessive inflation trouble into emerging economies. Explained in previous article with my strong personal background in emerging countries, I’ve been decades living in uncomfortable high inflation environments and always get interested to research their stories of war, riot and slavery. Example of countries with high inflation are countries with higher growth and less margin, a.k.a emerging ones. Do we still remember Venezuela and Turkey? Russia as well is not immutable.

@RobinBrooksIIF

Interesting to see from this picture, there are still few countries which may come late, e.g.: India, Indonesia and South Africa. I’m not saying that they must go through same fate, but based on my research in early 2020, I should fearlessly hold their inversed emerging data well to next few years as a hedging strategy into inflation vehicles numbers.

Typically inflation may force currency devaluation to emerging countries

To amplify this strategy and to hedge with 2nd largest economy, China, I would rather take commodity currency, such as AUDIDR or CADIDR. Fearlessly, China was envy enough to intimidate Australia and fearlessly enough many emerging economies may continue to hang into USD swap life line.

Image
It’s widely expected by many economists since year 2020.

Logically, in my theory, it would be just a matter of time, in next few years, before their relatively pegged currency will break; since emerging rate has been running at higher gear for years and at same time, advanced countries would rather continue to push global inflation, due to their interests.

Our commodity market dynamics is now changing. Russia is one of largest commodity exporters of:

  • mineral fuels @13B$
  • precious metals and stone @2B$
  • 3rd largest world steel exporter @1.4B$
  • fertilizer @1B$
  • inorganic chemicals @700M$

which are suddenly taken out from democratic economies. The numbers above are still supporting our top investment picks, e.g.: energy, steel/iron ore, food/fertilizer etc. It also supports our 2nd top pick of the USA infrastructure. Biden said, Russia sanctions was months in making. Conspiracy theory wise, the inflation driven commodity pie was supposed to be shared among democracy economy (our investment commitment) and less with major competitors. Even China, is willing to cut their massive amount of steel production through property/GDP growth sacrifice. In result, as expected in previous articles, some of US infrastructure projects may seem to benefit from this and continue their run.

Statistically, based on 30 years of data, after first hike, share market index had increasing probability to continue performing better to next 12 months (50% in first 3 months to 88% in 12 months). In this case, we don’t really need to see a real rate hike, market pricing to it is real enough already.

Rate Hike vs S&P index performance

In my theory, current biggest threat to our investment thesis is not the eastern Europe geopolitical issue, nor CoVid, but the Fed tightening. However due to bigger fiscal interests, I believe in some way, the invisible hand is trying to somehow cancel or reduce this tightening effect and lower down the inflation at same time. We might notice this asynchronization between the Fed and other Central Banks readiness to embrace higher rate environment.

With intertwined Russia financial suddenly taken out from the world, decades of Russia economy growth supported inflation was also suddenly removed from this ecosystems. Monetary policy may find this as a temporary solution to their difficult situation. At same time, our top pick of EV (Electric Vehicle) evolution, not necessarily NASDAQ, which has been threatened with high inflation, may find some support.

If the high inflation was due to excessive money printing (CoVid for example, rather than high economy activity), sanctioning Russia might be able to slam the break of negative effect of money printing inflation excess, without having to stop liquidity support internally. This might lead to what I was expecting in previous articles, a drop in inflation, without having to reduce liquidity and affecting fragile financial market where sustainable economy growth is not there yet. I am expecting incoming drop in inflation with arguments of:

  • lower inflation to sustainable level of high inflation (not a deflation),
  • geopolitical issue may significantly reduce global growth and reduce negative effect of liquidity excess (~10%),
  • cancellation or lower than expected the Fed tightening (from its 7-9 market pricing hikes),
  • acceptance of higher energy price with support of nationalism/democracy,
  • flight to safety assets like treasury, drop in their 10y to lower this monetary supported inflation at sustainable level,
  • etc.

Once this geopolitical issue is over (just like a sudden disappearance of CoVid), I will expect a continuation support of liquidity, lower than expected tightening, and massive economy development (to rebuild and increase defence) in eastern Europe, together with southern part of China like Asia, India, Taiwan, Afghanistan, to participate in future global growth. War financing may historically support global economy growth.

Central banks attempts to increase shock buffer/margin to geopolitical issue may also support current supportive liquidity with more focus into sustainable economy growth, rather than combating inflation narrative. Would that be the case, our investment growth might be able to continue to grow fearlessly.

Fearlessly, our democracy in investment must stand strong.

Fearlessly, we’ll defend ourselves, You’ll See Our Faces, Not Backs.

We Finally Know Why Older Sunflowers Keep Facing East (And Why It's a Good  Thing)
Fearless Flower

Any idea in this blog and website are my personal own. They are not financial advise.