Investment Analysis
The Fog of Confusion
The Fog of Confusion
Even if the war lasts three months, but there is no substantial infrastructure damage, the long-term results are frustrating, and certainly inflationary over the next year, but not the end of the world as many armchair analysts claim.
But infrastructure damage? That’s a game changer.
John Mauldin
Sun, 03/15/2026 - 01:25
The Fog of Confusion
Even if the war lasts three months, but there is no substantial infrastructure damage, the long-term results are frustrating, and certainly inflationary over the next year, but not the end of the world as many armchair analysts claim.
But infrastructure damage? That’s a game changer.
John Mauldin
Sun, 03/15/2026 - 01:25
Topics: infrastructure damageinflationlong-term results