davide serra is ceo and founder of algebris.we should not worry about the russians turning the tap off. >> the market is underestimating this. ukraine, i cannot see a win-win, that is not what worries -- that is what worries me. , mistakes from geopolitical points of view. pushyas been a bit too with the anti-ballistic missiles in eastern europe. from a putin perspective, he lost the empire in russia. the last thing you want to see is lots of missiles around neighboring countries. >> think cuba. >> why are you looking for cuba? that is the same mistake the west made. clearly rush's mistake has been as soon as you feel threatened, you attack. which is a sign of weakness. they do not care. had they waited on the referendum, 99% of the population is russian. they would have said we want to go back to russia. market as a result, the is underestimating this. we cannot see how you come out with a win-win. it is lose lose for everyone. it is not just in terms of faith, it is lose lose in terms of trade. as a result, i think -- we have