26/09 Indices, page-58

It's taken since The Maidan in 2014, but we've finally drawn Russia (not "Putin" into a crippling conflict. Calculating the blow-back is impossible. “If Putin can be provoked into coming to their aid [Russian-speaking Ukrainians], his pre-ordained ‘pariah’ role will justify a Nato-run guerrilla war that is likely to spill into Russia itself.” Now to stimulate an appetite for war amongst our populace and justify the "sacrifices". As long as my kids are exempt from "service".

But back to core business, XJO, I'm buying here. I've hand picked Telco, Health, Materials, Discretionary, Financial. 3-5 year hold. if it drops 20pc from here, I'm doubling down. Exciting to be getting some ok priced stock. There's plenty of money out there guys. GL. ps the USD continues to dazzle