Page 36 - Peter Tchir News Today

With Energy Security on Everyone's Mind, Here's My Top Pick in the Sector...JPM

At times in the last few weeks, trying to glean a coherent message from disparate swings across asset classes has been an exercise in futility.

Here are some of the stocks columnists at TheStreet and Real Money are looking at closely this week

Is This a Bear Market Rally or an 'All Clear'?

The Ukraine-Russia dominoes still could fall in pretty ugly ways, writes Peter Tchir, who says It is highly likely markets are heavily underestimating second- and third-order effects from Russia's invasion and the world's response to it....ZM

A vocal section of the market prefers the Fed chair to focus more on reducing bond holdings than quantitative tightening, allowing policy makers to hike interest rates less aggressively as it battles to bring down 40-year high inflation.

Russia-Ukraine: Worse Before Better, Longer Than Shorter...XLE

Energy Investments and the War in Ukraine...XOP

Let's dissect Putin's options, and how the market might react -- and why I'm slowly accumulating more risk and why it's too early and too volatile to be fully bullish.

Russia, Ukraine and What It Means for Your Portfolio