@NikLentz I get it. It just feels like we are in absolute euphoria in certain sectors. And I’m tempted to hedge heavily, but on the other hand some people are pointing to eSLR, implying we can keep going. I’m confused…
But I’m inclined to think that this #war will continue. It will possibly bring economic and markets downturn short term. However, there is nothing more bullish for the markets and economy if #US will bring real freedom for the people of Iran.
NYT article, describing how Mojtaba Khamenei makes and cascades decisions down, makes me think that he is not a decision maker at all. Taking into account the severity of his injuries, the generals of IRGC are in charge in #Iran.
On the other hand, even minor concessions from President Trump, although do pump the markets, make him look weak and change the balance in the region. And that is loosing on the long run for #US. I don’t know what he’s gonna choose, it’s really hard
@_grojo@Crussian17 Please, explain! I feel like my head is about to explode with all this statements that oppose the reality, but somehow drive market to ATH…
@omshanti08 Out of 🌸 04/28->BOJ meeting->they will increase rates, spot oil is expensive cause of 🍊,markets don’t expect (38% prob)->carry trade reversal-> high beta gets liquidated (SMH, Qs, BTC). Risk: Bee met Kata, he knows. 🐺 short based on liquidity projection, not war development
@Infinite__Sigma Man, I know you are not bullish, me neither. But, everybody around seem to have chosen their path and it’s to the moon. Hard to keep conviction in this environment…