{"id":27312,"date":"2014-08-06T08:32:40","date_gmt":"2014-08-06T12:32:40","guid":{"rendered":"http:\/\/www.technologyinvestor.com\/?p=27312"},"modified":"2014-08-06T09:26:18","modified_gmt":"2014-08-06T13:26:18","slug":"are-we-eyeing-a-10-to-20-corection-russia-could-make-it-happen-for-us","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=27312","title":{"rendered":"Are we eyeing a 10% to 20% corection? Russia could make it happen for us."},"content":{"rendered":"<p style=\"text-align: left;\">If Putin grabbed Crimea and the market reached new highs,what will it do when he grabs Eastern Ukraine, all the Black Sea coast including Odessa (marked with a red blob), Belarus and bits of Estonia and Latvia?<\/p>\n<p style=\"text-align: left;\">One new ingredient: Estonia and Latvia are members of NATO. Any attack on them is an attack on the United States!<\/p>\n<p style=\"text-align: left;\">Look at this map:<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/theNewRussia.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27319\" alt=\"theNewRussia\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/theNewRussia.jpg\" width=\"473\" height=\"599\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/theNewRussia.jpg 473w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/theNewRussia-236x300.jpg 236w\" sizes=\"auto, (max-width: 473px) 100vw, 473px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Now look at the NATO members &#8212; the ones in blue.<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/NATOMembers.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27320\" alt=\"NATOMembers\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/NATOMembers.png\" width=\"503\" height=\"399\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/NATOMembers.png 503w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/NATOMembers-300x237.png 300w\" sizes=\"auto, (max-width: 503px) 100vw, 503px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Here&#8217;s yesterday&#8217;s map:<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/MapofUlraine.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27309\" alt=\"MapofUlraine\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/MapofUlraine.jpg\" width=\"475\" height=\"263\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/MapofUlraine.jpg 475w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/MapofUlraine-300x166.jpg 300w\" sizes=\"auto, (max-width: 475px) 100vw, 475px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Personally, I don&#8217;t think Putin wants war with the U.S.<\/p>\n<p style=\"text-align: left;\">But he does want to reconstitute the Soviet Union. He&#8217;s said that a zillion times.<\/p>\n<p style=\"text-align: left;\">Putin is no Hitler. But there are analogies. Like Germany in the 1930s Russia is emotionally crushed. Germany took land (Sudetenland) and the West stood idly by. It was called appeasement. But the Germans loved the land grab and Hitler&#8217;s popularity soared, as has Putin&#8217;s inside Russia.<\/p>\n<p style=\"text-align: left;\">The Germans went after the Jews. Putin is going after gays, lesbians and other minorities he doesn&#8217;t like. Putin&#8217;s roving gangs of thugs even beat people up during the Sochi Olympics. Putin rejects western ideas, like liberal democracy, human rights, etc. He&#8217;s into traditional Russian values.<\/p>\n<p style=\"text-align: left;\">Putin is playing a slower, much longer-term game than the Nazis. Think the best game of chess you ever played.<\/p>\n<p style=\"text-align: left;\">He&#8217;s winning. He took Crimea. We did nothing. He downed the Malaysian plane. We did nothing. We put in some &#8220;sanctions&#8221; but sanctions cut both ways; they hurt us as much as they hurt Russia. The Europeans have no stomach for them &#8212; for what? Italy is already in recession. The French want to sell Russia the warships. And now the sanctions are being escalated. Escalating sanctions could really begin to hurt business. Our business. Think Visa and MasterCard in Russia.<\/p>\n<p style=\"text-align: left;\">From today&#8217;s <em>Wall Street Journal:<\/em><\/p>\n<p style=\"padding-left: 30px; text-align: left;\">Russian President Vladimir Putin said he has ordered his government to prepare retaliatory measures against U.S. and European sanctions imposed on Russia last week, as the Kremlin stepped up pressure on Ukraine.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">Mr. Putin has shown no outward sign of buckling under the weight of sanctions-the harshest yet imposed by Brussels and Washington-aimed at getting him to stop supporting pro-Russia rebels across the border in Ukraine.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">The Russian Foreign Ministry described eastern Ukraine as on the verge of a &#8220;humanitarian catastrophe&#8221; and said Tuesday it would push for an international mission to help masses of civilians fleeing the fighting. At Russia&#8217;s request, the United Nations Security Council met for a briefing on the situation Tuesday night.<\/p>\n<p style=\"text-align: left;\">\u00a0Russia must help the &#8220;humanitarian catastrophe.&#8221; We&#8217;re the good guys, etc.<\/p>\n<p style=\"text-align: left;\">How much will all this affect stockmarkets? It already has. Look at the last ten days. Not pretty:<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/DJITenDays.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-27323\" alt=\"DJITenDays\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/DJITenDays.jpg\" width=\"596\" height=\"282\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/DJITenDays.jpg 596w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/DJITenDays-300x141.jpg 300w\" sizes=\"auto, (max-width: 596px) 100vw, 596px\" \/><\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/SPTenDays2.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27324\" alt=\"S&amp;PTenDays2\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/SPTenDays2.jpg\" width=\"589\" height=\"291\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/SPTenDays2.jpg 589w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2014\/08\/SPTenDays2-300x148.jpg 300w\" sizes=\"auto, (max-width: 589px) 100vw, 589px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Stockmarkets over-react &#8212; both ways.<\/p>\n<p style=\"text-align: left;\">Stockmarkets absorbed Iraq, Syria, Gaza, Israel, Cyprus, the failed Arab Spring.<\/p>\n<p style=\"text-align: left;\">But Russia is not going away. They have re-armed, as Hitler did in the 1930s. They&#8217;ve moved their pawns to the border. They want those lands.<\/p>\n<p style=\"text-align: left;\">Are we looking at the 10% to 20% correction in stockmarkets that many are talking about?<\/p>\n<p style=\"text-align: left;\">I&#8217;m assessing the stocks I own and selectively selling some whose prospects have changed. For example, oil has dropped dramatically in recent weeks. Not good for stocks like EOG and HAL.<\/p>\n<p style=\"text-align: left;\">Some of my friends are bailing completely.<\/p>\n<p style=\"text-align: left;\">Others are staying. &#8220;Where else do I put my money?&#8221;<\/p>\n<p style=\"text-align: left;\">Cash might be a good interim place. At least you don&#8217;t lose 2% of it each day. Or some puts on the S&amp;P 500.<\/p>\n<p style=\"text-align: left;\">It&#8217;s a new world.<\/p>\n<p style=\"text-align: left;\">I&#8217;ll think of something funny for tomorrow. For now, I am not amused.<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/07\/HarryNewton.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-21218\" alt=\"HarryNewton\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/07\/HarryNewton.jpg\" width=\"200\" height=\"199\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/07\/HarryNewton.jpg 200w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/07\/HarryNewton-150x150.jpg 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><br \/>\nHarry Newton.<\/p>\n<p><script type=\"text\/javascript\">\/\/ <![CDATA[\n(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){\n  (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o),\n  m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m)\n  })(window,document,'script','\/\/www.google-analytics.com\/analytics.js','ga');\n\n  ga('create', 'UA-45200733-1', 'technologyinvestor.com');\n  ga('send', 'pageview');\n\/\/ ]]><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If Putin grabbed Crimea and the market reached new highs,what will it do when he grabs Eastern Ukraine, all the Black Sea coast including Odessa (marked with a red blob), Belarus and bits of Estonia and Latvia? One new ingredient: Estonia and Latvia are members of NATO. Any attack on them is an attack on [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-27312","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/27312","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=27312"}],"version-history":[{"count":0,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/27312\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=27312"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=27312"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=27312"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}