I think in 2 weeks the news about Ukraine and Russia is over. (just the news not the fighting, for that who knows).

Brokers are now finally upgrading commodity related names, though at one point perhaps the market will realise that there are genuine supply issues and that this isn’t Russia/Ukraine driven. At one point we’ll have to thank the ESG funds and ridiculous government policies in the West that have led the world to period of high energy prices, that you and I will have to pay for.

Now combine this with countries throughout the region and the world opening up more (ex china). See tourism names?

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