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Bad days will continue for FAANG. Russia-Ukraine war will end. Inflation will remain high.


> Russia-Ukraine war will end.

The interesting part will be how and on what terms...


here we go:

russia wins.

either in H2 militarily or in H1 by an (unconditional) settlement with "the west" - read the USA - in which case russia more or less will be able to dictate the terms of the agreement.

just my 0.02€




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