KRBN - Welcome To March Prepare For A Month Of Surprises

• Russia is a significant producer and exporter of energy commodities and critical food products such as wheat.
• While blocking Russia's war funding stream may be necessary, investors would benefit from realistically understanding the extensive inflationary impact of sanctions.
• An immense rise in food, metal, and energy prices worldwide will undoubtedly force significant declines in all forms of discretionary spending.
• Companies with significant commodity purchases will lose while U.S. commodity producers may benefit substantially.
• Gold is likely to be a much stronger safe haven than Treasury bonds due to the highly inflationary impacts and resultant forced hawkish reactions from the Fed.

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