Yet markets are pumping like crazy. Wtf is happening /pol/? Is AGI finally here?
>>533662058One theory I heard is Trump is so chaotic that any strong signal is now considered tradeable. i.e., even clear bad news is for the markets better than Don thrashing around.Wallstreet and London also now have pricing models that account for a "Trump factor" to reflect underlying value even if Trump is fucking everything up in the medium term.TLDR; Trump being a ga-ga dementia patient is universally recognized and consequently globally priced in on a consensus basis.
Bessent is printing money and fake oil to maintain the illusion because the alternative is orange man nuking Tehran and "NATO".Say something nice about him.
>>533662058>>533662358Jeets are chronic liars and copers and sandnigger cock suckers and they get paid in jam and cowshit to do it. They envy every other race and country on the planet because their country is a literal diseased toxic waste dump/septic tank and they even fooled themselves into eating shit. They envy human beings in general because the know we will never consider them one. Jamniggers get the rope!
>>533662058>Yet markets are pumping like crazyexit liquidity, pump to take out the shorts, then place new bets for it to short than crash the market
>>533662058Inflation expectations
World ending
>>533662636okay sure I hate those damn dirty jamniggers too but what does that have to do with the global markets going up despite the gay of homoz being closed
Basically the markets respond to Trump because the financial markets are not the real economyThe real economy, the ships, the refineries, etc. Those are listening to the Iranians
>>533662058Big, if true.
>>533662830All markets are manipulated, they will pump the market to bring in as many long calls and exit liquidity possible, than they will cash out on the top, place all their short bets then pull the rug. All signs lead to massive once a generation market crash, it will happen soon, but the institutions need to set up their bets
>>533662058If Iran wanted to kick aipac in the nuts they would flood the pistachio market. Aipac slaves put a 250% tariff on Iran pistachios and then bought 1000’s of acres in the USA and planted pistachios. https://m.youtube.com/shorts/mWAp1zYLLEY
>>533662058Markets literally don't care about reality until reality actually affects them.US markets are the most insulated in the world. Our "last" tanker from Hormuz arrived last weekend, but the M7 don't give a shit about oil supply so it doesn't matter. They care a little about helium but they haven't stopped receiving it.
>>533662058How is Iran gonna make money from the straight if they have completely mined it?
>>533662794its just him being a retard and trying to call someone indian because he can't counter his post, hes spiritually indian kek
Nobody cares after weeks of this shit now, the ADHD generation has moved onto the next thing.
because Iran just committed suicide>[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
>>533662358>We have an algorithm that calculates how well our scams would be working without Trump monkeywrenching them so that we can cope and pat ourselves on the backThat's what I heard, anyway.
>>533662058Nobody even knows if the strait is mined, or was ever mined, or to what extent.There are several satellite photos showing swarms of 30 IRGC fast attack boats in the strait. One image from today. Each of these boats can carry 4 mines. So there could be hundreds of mines in the strait now. Or there could be zero.There's zero factual evidence for mines, but circumstantial evidence that there could easily be hundreds.
>>533663447they can turn their mines on and off and have them hide dormant at the bottom of the seabed until needed. They are kind of like underwater drones
