Scrambling to Reorganize.


Scrambling to Reorganize.

Dear Investors.


The Fed comments should be by now more than factored in the system.


The surprise element of rising rates is getting old. Investors are looking for opportunities, making purchases to protect and enhance their potential.


It was reported in the last couple of days that Russian warships are blocking grain shipments, stealing Ukrainian grains. This will create further food shortages and continue to disrupt the global food chain.


The conflict is now in its third month, and the damage in human terms, abuse, war crimes are so deep that a diplomatic solution becomes ever so difficult.


Unfortunately, due to the brutal nature and total disregard for the rules of war, that even after the war finishes, do not expect things to change overnight. It will be a very long time before any sense of normality returns to the world.


With all this being said, shortages are not only present but will remain plus deepen over the next couple of years.


What investors need to accomplish from a psychological perspective is understanding how serious this actually is, and that it will persist.


You must project forward in your decisions, today’s news headlines, the prices available on your screen, none of that is going to change the big picture.


We are facing a restructuring, we are scrambling to reorganize the global supply chain. Yes. It´s that serious.


Short-term: Headlines are your buying opportunities.

Long-term: Fundamentals are your guide.


Much success to all.  



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