The events of the last few days make it at least plausible that Putin's days are numbered. If so, that's very bad in terms of absolute apocalyptic risk, but probably a good thing as measured by expected outcome. The chances of getting a stable democracy in the next decade might be, I dunno, 40% or greater (and those of dying in a nuclear fireball surely under 1%, right?). So as geopolitics it's probably a mistake, but as investment decisionmaking I think it makes sense.