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    Only is the sense that all crime, or all immigration and social issues, in all countries, affects all companies.

    Is the IRA in the states going to be affected by the Fentanyl epidemic? Is the migration crisis from north Africa to Europe going to affect the Euro? Is cocaine production in Sth America having an effect on lithium production and pricing? Are EVs made in China being effectively produced under coercive and suppressive state surveillance and control?

    Maybe the answer to all those questions is yes, but you'd be a braver man than I to try to establish and quantify such connections.
 
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