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Yes, at first it's a nice boost for the military and energy complex. But the 2nd order effect will be paying back the debt via inflation which will hit the consumer.
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Yes, at first it's a nice boost for the military and energy complex. But the 2nd order effect will be paying back the debt via inflation which will hit the consumer.
That about sums it up. I would definitely highlight geopolitical risk as all conflicts appear to be expanding and intensifying.