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US Politics 2w
Gotta say, I’m surprised the Iran situation hasn’t blown over yet
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Anonymous 2w

I think the markets may be surprised too, and that might ultimately be what ends this. It seems like a short-term conflict was priced in. Oil’s going to have to go higher before he’s forced to end this, or bonds yields will hit 4.45%, which is his magic number IIRC

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Anonymous 2w

He expected them to roll over like Venezuela did

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Anonymous replying to -> #2 2w

Given that he sidelined anyone energy-adjacent when they raised concerns over how this would affect oil prices, I’m going to assume he threw out any assessment that said they might not cave easily 😭 bro just picks and chooses what he wants to hear

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Anonymous replying to -> #1 2w

He’s a real estate guy used to getting deals through bluster. That’s what I think

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