@HayekAndKeynes Not sure I’d call that weird… What is “stocks” ?. Gotta look under the hood right now. Could be a massive rotation trade brewing here… “stocks”
MIGHT not do much. Rates have lagged a ton. Agree could be ME brewing too.
@Geo_papic Great pod! One thing I think you’re missing on what was achieved… the whole world has seen what Iran is capable of… next will be Operation Warp Speed make the SOH irrelevant. Pipelines, canals, drone defense tech etc. whatever it takes to remove their leverage ASAP.
@citrini If you include the Saudi pipeline what % of product is getting out vs pre conflict?Would think we could be getting close to
40-50%… ofc that’s still a lot, but likely gives certain regions and the global economy a bit more time…
@SpencerHakimian You understand the tradable level in this screen shot says 23% right? Hahahahhahahahahahaha. Are you trying to incite panic or are you just a dum dum?
@HayekAndKeynes Fantastic note. Clear, concise and logical. FWIW I very much agree with you. However- we are in the minority! I think 70% chance we are past peak escalation here.