For investors hedging the Ukraine/Russia conflict, here’s my best estimate of what’s next

For investors hedging the Ukraine/Russia conflict, here’s my best estimate of what’s next

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Oil breaks above $90 for first time since 2014

Oil breaks above $90 for first time since 2014

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Putting on hedges for a Russia-Ukraine conflict today (as in NOW)

Putting on hedges for a Russia-Ukraine conflict today (as in NOW)

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The squeeze on the U.S. shale patch just keeps getting worse–selling Cheniere Energy out of my long-term 50 Stocks Portfolio

The squeeze on the U.S. shale patch just keeps getting worse–selling Cheniere Energy out of my long-term 50 Stocks Portfolio

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The squeeze on the U.S. shale patch just keeps getting worse–selling Cheniere Energy out of my long-term 50 Stocks Portfolio

LNG from Cheniere dead in the sights of trade war with China–short term I’d think about selling; long term I’d just hang on

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