Below was cryptic
I simply see significant asymmetry to the downside in energy-it’s not a good trade. You just know Hormuz will get resolved.
Upside asymmetry is in travel, building mats, EM energy importers etc which will go nuts when oil finally goes through trap door, it will
Macron piggybacking Trump today and giving $1B to 5 French quantum companies.
That’s probably the fastest I’ve ever seen a European leader do something, and for quantum none the less?