Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Personal Finance / Macroeconomic Trends & Risks
Unthreaded | Threaded | Whole Thread (6) |
Author: TheReitStuff ⎊☼🐝  😊 😞
Number: of 4582 
Subject: Re: A contrary take on the oil crisis / iran
Date: 03/13/26 12:55 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
>Actually, there is, and the timing, weeks after seizing control of Venezuelan oil, is no coincidence either. I positioned myself in late 2024.

Congratulations Steve! Very well anticipated.

I had been looking at oil stocks myself in January 2026, but any company that does business with the US right now is too scary for me.

I remember how BP was shredded by compensation payments, and that was in the era of an ethical and sane Presidency.

All it takes is 1 engineer making 1 very bad mistake at the wrong moment on 1 rig.

Or 1 guy randomly deciding to tariff oil, coerce the over-supply of oil, or whatever.

TRS
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to TheReitStuff here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 4,576 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
AI Tarpits · 36 recs · 2026
End of an era - profit slowdown · 36 recs · 2023
Control Panel: Trend changes in 2026 · 34 recs · 2026
From the Oregon Bay Area (a blogger) · 33 recs · 2025
Lerner Symmetry Theorem · 32 recs · 2025
Unthreaded | Threaded | Whole Thread (6) |


Announcements
Macroeconomic Trends & Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community