We are dealing with a country that most people don't realize how existential the risk is for russia as it faces demographic deterioration and growing powers on its borders. We need to think about what this means in terms of economic trends that our professional audience can invest in, as we hopefully don't approach any kind of lucar war. And i would argue we're going to see the exact same sorts of things, right? So we're currently seeing the dynamics of a world that is being fractured,. where china is not shipping a stuff that's contributing to a need to invest like you invest in a war effort. Do we start to bring semi conductor production home? Do we begin to bring

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