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DDIntel - Military Conflict, Food Crisis, Inflation, and what you can do about them

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DDIntel - Military Conflict, Food Crisis, Inflation, and what you can do about them
By DataDrivenInvestor • Issue #45 • View online

It comes as no surprise that the ongoing war in Ukraine and tensions around Taiwan are affecting the whole world. How can a seemingly irrelevant country like Ukraine, or a small island such as Taiwan, cause global disruptions? The answer is in their economies.
Russia and Ukraine, together produce around 28% of the world’s fertilizer, with Russia alone producing 11% of urea and a whopping 48% of ammonium nitrate. Both substances are critical to the production of fertilizers, and with the trade restrictions between Russia and the West, the latter may soon experience a food shortage.
Taiwan is the producer of the most advanced computer chips. Do you own an iPhone or Mac? Then your chips are coming from that tiny “irrelevant” island that is close to China. They are producing the latest 5-nanometer and 3-nanometer chips, which are the most computationally powerful and power-efficient chips on the market. And this is just one, among other reasons, it has the undivided attention from 2 superpowers - China and the US.
In these hard and unpredictable times, investors and common people alike need to learn what to do with their money and what to prepare for. They need to know the most probable scenarios that will play out, in Taiwan, Europe, and most importantly in the US. The inflation and unexpected crises we will likely experience are no joke, and we all need to be prepared for them.
This week’s DDIntel focuses on a few global events and how we may look at them from our writers’ perspectives. By reading our selected work for the past week, you will be sure to take the first step in preparing for what the future holds!
Articles
Global Food Crisis: They Got Money For Wars, But Can’t Feed the Poor | DataDrivenInvestor
War always brings with it other horsemen, riding close behind. These are hate, sadness, and especially, hunger. With Ukraine and Russia being either incapable of producing or banned from exporting grain, fertilizer, and other critical resources, it is clear that we are heading toward a food crisis. Those 2 countries are critical exporters of grains and fertilizers, and with them practically gone from the global economic landscape, we can expect the worst for poorer countries who relied on them for food. However, there are some indicators that the situation may have a chance for improvement. 
China — America Tensions Around Taiwan: 3 Scenarios for the Stock Market and the Economy. | by Sylvain Saurel | Aug, 2022 | DataDrivenInvestor
Taiwan is a hot area right now, almost as much as Ukraine. The most advanced chip technology is built there, 7 nanometers, 5 nanometers, and the newest breakthrough they are working on - the 3 nanometers chips. TSMC is still one of the leading manufacturers in chip technology and will remain so for many years. With Apple buying most of its production capabilities until 2025, you can expect that Taiwan will play a crucial part in the US chip economy.
The question is, what are the most likely scenarios that will play out between China and the alliance of the US and Taiwan? Will there just be some light teasing between the US and China? An economic quarantine around the island? Or the most dreaded scenario, even more than in the case of Ukraine - an open war between the 2 superpowers? This article will let you know what is most probable and why you need to prepare for each scenario.
What if the Fed Fails to Curb Inflation? | by Bruce H. Cottman, Ph.D. | Aug, 2022 | DataDrivenInvestor
With all the turmoil around the world, US inflation is the most watched indicator for anyone investing in the US Stock Market, as it is a clear indication of recession. If inflation increases, that is a big problem, as the most important US stocks and even the Crypto market will start falling. The US desperately tries to stop the current 9% inflation from rising and even diminish it. However, this is a war on many fronts, with all the things happening in Europe and Taiwan.
This article will shed some light on how inflation and Covid19 will affect the market, if the US will actually be able to stop it, and what is on the horizon for the US economy and the Stock Market.
Chamath’s Simple Stock Strategy to Make a “Ton of Money” in Inflation | by Sam Warain | Aug, 2022 | DataDrivenInvestor
Since inflation made the stock market extremely volatile and unpredictable, it’s very hard to decide on which investment strategy you should use. Nothing seems safe anymore, not even the S&P and NASDAQ which used to be your best choice for “Retirement” stocks.
But what if you could use this volatility and unpredictability to your advantage, by making use of some “market psychology”? What if you could use how other investors are thinking to make money and create opportunities where there seems to be none? This article will tell you all about how to use volatility and human psychology in your favor.
3 Global Future Economic Scenarios | by Dean Gee | Aug, 2022 | DataDrivenInvestor
The pandemic, the war in Ukraine, and the conflict in Taiwan are clearly affecting the markets in ways that are extremely unpredictable for most of us. There is a brewing crisis as wheat and fertilizer production has fallen drastically due to the Ukraine conflict. There are, however, some indications that can predict the most probable outcomes out of this mess of a situation we are experiencing right now. Most of them are positive, as hard times promote innovation, since “necessity is the mother of innovation”. Others are gloomy and will surely test everyone’s mantles in the following years. As the famous saying goes, “hope for the best but prepare for the worst”. The best way to do just that is by reading this awesome article!
You Need To Know How Currency Is Created And How It Dies | by Ras Vasilisin | Aug, 2022 | DataDrivenInvestor
You use it every day. You trade it for goods or services. You sometimes even lend it out or donate it. But have you ever wondered what money really is? How does it actually work? Physically, money is just a piece of paper, plastic, or metal in the case of coins. But money runs our lives and the world like nothing else, and having enough of it is critical to our survival.
This article discusses how money actually works? And why, like it or not, you are losing 10% of them every year.
ESG Investing Is a Billion Dollar Sham Industry | DataDrivenInvestor
The world is accelerating its transition from fossil fuels to renewables at a rapid pace. This is even more accentuated in Europe, which was fueled by Russia’s gas and oil resources after Putin decided to cut off most of the exports to the EU. We could say that right now we are in a “Renewable Energy Bubble”. As was the case with any previous bubbles, it is bound to be full of scammers and Sham Companies that only want to profit from this.
This article is food for thought for what the future holds in the area of renewables and how you should look at this market.
How Computers Became Better Wealth Managers Than Humans | by Max Yampolsky | Aug, 2022 | DataDrivenInvestor
Artificial Intelligence is expanding its tentacles in each and every industry, from agriculture and self-driving cars to the financial management sector. Not long ago, computers were thought of as basic tools, that would never surpass humans at most tasks. But, as Gary Kasparov felt on his own skin, computers can actually beat humans at many tasks and they continue to learn how to do things we thought were impossible. If you are interested in artificial intelligence and financial management sector, this article is a gem.
The Gold Standard, the Golden Jubilee, and the Role of Gold in an Investment Portfolio | by Olegs Jemeljanovs, PhD, CFA | Aug, 2022 | DataDrivenInvestor
Natural resources were always the best investment at uncertain times. The eternal Gold, a resource that doesn’t degrade in time and was the basis of civilizations for thousands if not tens of thousands of years, is more valuable now than it ever was. It’s the safest investment you could make in a time of crisis, even safer than the famous Coca Cola Stock.
This article is a wonderful piece of historical evidence regarding why gold is and will continue to be one of the most valuable commodities. And why you should add some to your investment portfolio.
How can you Become one of the 10% who Makes Money on the Stock Market? | by Christian Soschner | Aug, 2022 | DataDrivenInvestor
It comes as no surprise that most people lose money on the stock market. There are, however, ways in which you can learn how to be a smart investor and avoid losing money as much as possible. Knowledge is out there, on the Internet, and you can access it with ease. But which investors are right? What advice should you follow in your investment plan? The short answer is by following those who make money. 
The long answer is found in this marvelous article full of advice from the most seasoned and successful investors out there.
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