Preum Ukrane Crisis

We're staring at some volatility here in front of us, from a cyclical vantage point. Ukrane is just putting this on steroids right now. The root of the problem has to do with our lack of understanding of the economy. It's very hard to remember what people ally, real time, we're thinking in the moment,. But there was an inflation cycle turn down that we flagged in early 20s.