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title Quoted in Barron's on Russia
date 2022-02-07
tags
Russia
Ukraine
Geopolitics
Game Theory
Quoted
draft false
summary Lotta Moberg, an analyst on William Blair’s Dynamic Allocation team, notes that the big issue being fought over, namely Ukraine’s membership in NATO, is one neither side wants.
authors
lottamob
images
/static/images/blue-screen-o-death.jpg
layout PostLayout

Quoted in Barron's on Russia

"Lotta Moberg, an analyst on William Blair’s Dynamic Allocation team, notes that the big issue being fought over, namely Ukraine’s membership in NATO, is one neither side wants. The preferred outcome would be the status quo—no membership for Ukraine, but not ruling out the possibility of it in the future.

If Moberg is right, that would seem to indicate that buying Russian stocks now is a good bet, at least for a long-term investor."

Full piece here.