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I’m still poking around. Because this is just a very general impression and of course this is not an area of expertise. But putting together comments over the last 36 hours from political leaders in Ukraine and Russia in addition to political and military leaders in Europe and North America, something seems to be shifting. As in I’m getting the sense that Russia’s near-term position is weaker than we might have imagined. This isn’t a prediction. I wouldn’t be in a position to make one. But watch the statements coming out of Ukraine and Russia, both their substance and their tone.

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