It starts with the financial isolation of what was less than a decade ago a G-8 nation. Where does it end? Does it end? That depends on battlefield behavior. Russia, as the aggressor, in launching an unprovoked war against its neighbor, has been increasingly and just as aggressively, from an economic perspective, unwound from global participation.
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After a cruel 2022, here are my views on this high-beta sector as we head into the new year.
I love the quarter. I love the guidance. What I don't love is that I am not long this stock.