Earlier quoted context omitted.
Ever heard the phrase "don't try to catch a falling knife"? We don't know how far this crisis will go. And we've only just started on the path of serious sanctions.
Seems like the risk that Russia and Russian based companies won't exist 5 years from now is low
Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
261–270 of 452 posts
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#262Earlier quoted context omitted.
Don't put any money into both stock exchanges right now, especially the russian one.
Why not? Seems like a great time. Buy low
I mean if you have the money and confidence by all means, take the gamble, but keep in mind it's a gamble. Don't sell your house, don't spend your reserves, don't bet everything on one horse.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#263Earlier quoted context omitted.
And risked an enormous escalation with a nuclear power? That would be reckless. Don't get me wrong - I would also like to see decisive action to this attack. But escalating a relatively local dispute into a conflict between world powers would risk a WW. Moving in troops into a non-NATO ally would also be extremely difficult to explain on the world stage. There probably is decisive action being implemented behind the…
Putin is very rational and predictive. The nuclear option is not relevant. He moved troops to the borders, waited for a response. And this response was what he expected to be: just sanctions. This gave him the "ok" to invade. Sending troops would be a clear signal. Costly, but you can also see it as a good exercise.
To be honest this war does make me doubt my assption that Putin is very rational and predictive. What is the rationale behind such a full-scale invasion? I don't see benefits that outweight the costs. I am happy to hear them, if they are any.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#264Earlier quoted context omitted.
Love him or hate him, if you don't think Trump caused a monumental, almost overnight shift in both public and governmental opinion towards going back to promoting American manufacturing, bringing jobs back to America, and finally fighting back against China for their decades of taking advantage of us... you're letting your bias do all the talking, and that's sad. You'll note that in his debates, Biden took some lines…
Bernie was saying the same things before Trump showed up - this is a general trend, not caused by anyone in particular.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#265Earlier quoted context omitted.
Ever heard the phrase "don't try to catch a falling knife"? We don't know how far this crisis will go. And we've only just started on the path of serious sanctions.
Seems like the risk that Russia and Russian based companies won't exist 5 years from now is low
One historical fact does come to mind: the St. Petersburg stock exchange reopened in 1917 (after being closed for world war 1), then closed two months later because of the Russian Revolution. It did not reopen and shareholders of Russian stocks lost everything.
I don't see something like that happening today. But what if Russia confiscates the shares of foreign shareholders?
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#266Earlier quoted context omitted.
I doubt they care about TSMC. The CCP understands (or at least was predicting back with Jiang and Hu) that eventually China will democratize. Taiwan is a democracy right now. Democratic countries almost never re-unite into a single country. I can only name one instance of this happening in the last 70 years, and in some ways East Germany wasn't really a democracy yet. The CCP knows that Taiwanese reunification will n…
The CCP won't democratize. It was heading in that direction under Hu, now under Xi Jinping things are consolidating back towards a centralist power. I do agree that to China, Taiwan isn't about TSMC. TSMC is the reason why the US cares about Taiwan but not the reason why China cares about it. If it was the main reasoning why doesn't China go after the Dutch? The dutch have ASML, which manufactures the more critical c…
Jokes aside, if that were to happen, the rest of the US wouldn't think "they belong with us whether they like it or not." It would take a significant government propaganda campaign to get Americans to be okay with forcibly reuniting a state like that.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#267Earlier quoted context omitted.
Seems like the risk that Russia and Russian based companies won't exist 5 years from now is low
The risk that it's illegal or impossible to get your money out is not as low.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#268Earlier quoted context omitted.
Why not? Seems like a great time. Buy low
But will it go lower? Will it ever go back up higher? Will the company you invest in go bankrupt, or its factories get destroyed (intentionally or accidentally)? I mean if you have the money and confidence by all means, take the gamble, but keep in mind it's a gamble. Don't sell your house, don't spend your reserves, don't bet everything on one horse.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#269Some Russian products that you would like to avoid: * Yandex * Lukoil * WinRAR * Kaspersky * Lada * Russian Standard Original Vodka * Stoli Vodka * Baltika * Lukoil * Gazprom * Kamaz * Masha and the Bear * Kalashnikov * Stolichnaya * Ural motorcycles * VK
WinRAR/rarlabs is a German company.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#270What would be some good stocks to invest to capitalize this? Perhaps some trading in Russian/Ukrainian Stock Exchange? Is there any significant US company listed in Nasdaq or NYSE in this space?