Feb 10/15 – The Ukraine conflict is about to get called up to the major leagues…

I try to avoid discussing politics in this letter. At the end of the day, the last thing we need is another knob on the internet spouting his wisdom on how to fix all the world’s ills. Instead I try to focus on how these political realities will affect the market. Although my personal views might shine through in the language I use to describe the situa…