My Investing Muse

  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...

some seems have switched from value to growth. this seems tad early as macro of war & COVID, inflation & interest rate will weigh in onto the market  easy credit and printing of money has brought inflation to prevent a COVID led market collapse - when Fed was caught between a rock and a hard place. there are signs of both recovery and recession. it will boil down to what gives up first. let us continue to seek great companies at good discounts so that we can maximize our returns. as always, research before investing.