China – If this is the way Ukraine shakes out, Taiwan is on the upcoming events menu.
Market shorts – Invasion causing a risk off move.
Oil longs – Oil over $100, and an American industry affected by ESG investing will not crank up quickly.
US State Department – Incoherent messaging, schizophrenic policy and hysteria do not reflect well on State.
Ukrainians – They became an American vassal and all they got was invasion.
Immigration Advocates- Do Ukrainians count as refugees to welcome? There was no push to resettle them in ‘14.