Don’t Panic – Here’s How Stocks Historically Perform During Wars

Last week, I was part of a private discussion with Marko Papic… If you don’t know the name, few people on earth are as qualified to talk about how the war in Ukraine will affect stocks as Marko. He’s been studying geopolitics and markets for more than a decade. He wrote the book Geopolitical Alpha: An Investment Framework for Predicting the Future. During the discussion, he said, “You should just buy every time there is a geopolitical conflict. There’s only 1 out of around 80 events where this isn’t the case.” Q4 2021 hedge fund letters, conferences and more That assertion shocked me… With the…

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