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How to invest with wars & rumours of wars?

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News and recent topics of interest We have been bombarded by news arising from the recent Israeli-Gaza conflict. Amidst these, we have earthquakes hitting Afghanistan and Morocco. With Israel hitting Hezbollah’s positions in Lebanon and 2 airports in Syria, the conflict has spread with some US bases in Iraq & Syria being “attacked”. NBC  news  reported injuries to a dozen US military personnel in Iraq & Syria - 25 Oct 2023. My main source of news comes from X (previously known as Twitter). The other news of interest includes China/HKG developments. The news sources include CGTN, SCMP, CNBC, CNN, Fox, WSJ, BBC, Reuters & Al Jazeera. Mainstream Media (MSM) have been late in updates and usually carry some bias. Thus, I recommend reading all news with a good pinch of salt. As part of my learning, my recent podcast/YouTube diet includes the following: The All in Podcast > I love the 4 of them. I do see some bias but very enriching in general. Lex Friedman > I have...

Charlie Munger said that inflation could be the way democracies die (25 Apr 2023)

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  The world operates with the 3Fs, namely Food, Fuel (Energy) & Finance. A crisis in any of the 3Fs can be a major challenge to the country. As we have experienced from the recent Ukraine conflict, one such war can bring much trouble to the rest as we live in an interconnected world. Could the next war be over food & fuel? List of biggest net exporters of food and energy Here are the 10 countries that were the biggest net exporters of food and energy in 2020, according to data from the Observatory of Economic Complexity: Saudi Arabia Russia United States Australia Canada Brazil Netherlands United Arab Emirates Norway Indonesia With the world being power-hungry, these countries stand to gain long-term. Will we be able to transition to more sustainable energy instead of fossil fuel? Let us look out for  envious  neighbours. Referencing Iraq and Kuwait, some of the wars historically have been started due to greed & envy over resources. Wars & Conflicts Linked...