Even if the war ends tomorrow, it would take quite some time for the recovery to kick in, not only because of the infrastructure destruction. Tankers are slowm moving vessels. A tanker that leaves today would take 40 days to reach uh the Pacific Islands.So we have to keep in mind that the impact is already baked in. Uh why are markets so um optimistic. I think part of the reason is because there is a high concentration of financial assets in the United States.US economy is doing well. It is relatively not s ...