RTX - If The Ukrainian 'Narrative' Falters

Summary

• The war in Ukraine is the biggest land conflict in Europe since WWII and is rapidly approaching its one-year anniversary.
• The current "narrative" is that Ukraine is on the march and is "winning" this war thanks in a large part to massive aid from the West.
• But what are the ramifications for the markets, commodities, and the global economy if that view turns out to be "fool's gold"?
• An analysis around that contrarian perspective follows in the paragraphs below.

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