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Are the Russians Going to Cut Everything Off?
I don't think the russians are going to cut everything off. And no one in germany would have said that on february 20. So i'm closer to your more upbeat scenario, but it's certainly much more of a muddle through scenario than what you're painting. I think you're directionally identifying a lot of stuff that, for me, goes with go political recession, which none of us like. But i'm, i'm less dire.