Is Russia a Playbook?

95% of emerging market investors that owned russian equities. The way to think about this is, and if we can go back to february 20 fourth, when russia invaded a, you know, the ukraine waited until the olympics were over,. But whent we knew there were going to be shortages and wheat we knew, oil went up, gold went up. So own oil, own gold. Own the new modern warfare companies. N short semi conductors. Thare so many different ways to play it. Ah, but you have to be very conscientious of how resources feadinto a wars, and what that does to currencies and economies. And that

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