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Hi Terri, You are onto it. Especially for the Ukrainians, it is the foreign outputs (like the US election) that matter in political risk terms more than the outcome of the day to day fighting. Thats why I am gloomier about their prospects than most. Yes, if I have a second I'm keen to see the Laurel Canyon doc; as you know I love Love! Thanks and see you from the road.

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Could it be that the outcome of the Ukraine war is dependent upon the next US election more than what is actually happening in the war itself? During your 24 hour flight, if you haven’t already, watch the documentary about Laurel Canyon by Allison Eastwood, Amazon Prime, maybe You tube. Fantastic segment on Love. Safe travels, John!

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