The Russian Bear
It is often said that those who do not learn from history are doomed to repeat it. As stocks selloff in response to the Russia/Ukraine war, the question to ask ourselves as investors is what should we have done during the COVID selloff or even the financial crises of 2008? Did it pay to panic and sell, or to look through the noise, understand what you own, and hold or buy valuable merchandise? In this week’s market update, we will discuss whether we view the current crisis as an opportunity or a long-term risk, review a framework to judge the companies you own, and provide an update on inflation.
Key Takeaways
As fundamentals improve & prices drop, stocks are becoming more attractive
View a crisis as a moment of LONG-TERM opportunity
Aside from oil, core inflation factors continue to ease
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