Markets know that both sides are just posturing.
There is too much at stake for the war to continue.

>>62142852
Donny T and the boys are manipulating the market as per "The Art of the Deal". cuppa days left until the real world catches up with us goys

Newfags think the market reacts on publicly known information efficiently, however there's so much information the normal investor doesn't see or isn't aware of, so it appears irrational to the goy.

The real ones are pricing in demand destruction.
The question you should be asking yourself is why the broader indexes aren't pricing that shit in.

>>62142852
bears on 4chan and reddit think they are smarter than global commodity markets and traders

huge spoiler: they are not

>>62142913
most professional traders (institutional fund managers etc.) are retards who get obliterated in downturns. they aren't smart.

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71 KB PNG

>>62142954
bro...

>>62142967
1. stop talking like a baboon lipped niggerbeast.
2. post the long run average P&L of their funds vs. S&P 500.

>>62142877
>>62142852
I defer to the markets here, but all you need is one rogue sandperson launching an RPG at a tanker for this to blow up again.

>>62142982
>funds
those are goldmans prop desks

stay in denial loser. you are exactly who my first post was shitting on.

>>62142982
>Proprietary trading (prop trading) occurs when a financial institution, such as an investment bank or brokerage, uses its own capital to trade stocks, bonds, currencies, and derivatives for direct profit, rather than trading on behalf of clients.

to help you learn lmao

>>62143001
It was reported that the Iranians already attacked and boarded a couple of ships earlier today.
No reactions for US indexes.

US stocks must be in a bubble.
Oil is up.

>[The Market] looks at adversaries in conflict, and asks who is constrained and how badly. And the answer once you strip out the BS, it’s not complicated...
>Iran’s oil system is not built to pause. It’s built to flow. It’s a flow system.

>Oil cannot simply sit in the ground while strategists argue over maps and how much uranium dust to give over. It has to move. Iran and its system has to move continuously from the rock underground to the tanker in the harbor to the Chinese buyer in Asia.

>Pause long enough, and the whole machine breaks.

>Interrupt that flow. And the problem isn’t just lost revenues of like forty, fifty, sixty billion dollars. It’s the least of your concerns. The problem is physical and is irreversible.

>Because when you suddenly shut the well, remember there’s no physical storage. They pump, they load, they ship.

>If they can’t load, if they can’t ship, they can’t pump. And when you suddenly shut the wells, the pressure underground drops fucking fast.

>Do you know what happens?

>The heavy, sticky crap in the oil, it gums up, gums up in the tiny holes within the rocks and becomes like glue. It traps the oil. It makes it really fucking hard to extract. And once that damage is done, it’s permanent. You lose a big chunk of the oil.

>The more Iran is actively either through theater or through bluff, the more that it sits in a standoff, the more it is actively destroying the one thing that it actually depends upon.

>That’s the trap. And you’re not reading in in the press, but you’re damn well reading it on your screens.

>Because this is where the gap between the narrative of the media and the price stops being subtle and irrelevant, and it’s why stock markets have priced something entirely differently.

>The Iranian system, the adversary, cannot afford to stay disrupted without hurting itself. That's what's in the equity market's price."

https://hughhendry.substack.com/p/632

>>62143078
TLDR: Either Iran surrenders soon, or they will never be relevant in world affairs ever again.

>>62142852
Because after the 1970s we have been preparing for an oil crisis by having massive stockpiles. The government owned stockpiles are massive, but the privately owned ones, which there is no accurate estimate of, is much bigger.

>>62142954
During the Great Financial Collapse, many luxury cars hit the second hand market.
Majority of people are poor and live a fake lifestyle.

>>62143078
>>62143089
Permanently damage from shutting in wells can happen, but it's not guaranteed. Many of the gulf countries have started to shut in their wells already

>>62143078
Why not just dump the oil in a field or the sea or something? If the country's future is at stake, shouldn't options like that be considered?

>>62142852
Kek trading your pic made me consistent money. I closed my long early this week.

Even if the war ended they wouldn't be able to keep it from going up