๐๐ข๐ง๐๐๐จ๐ง๐ ๐๐๐๐ซ๐จ
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๐๐ข๐ง๐๐๐จ๐ง๐ ๐๐๐๐ซ๐จ
@pineconemacro
Nerd at Pinecone Macro Research
We looked at these scenarios and more โ each one highly risky, highly resource intensive, and highly unlikely to have the effect Trump seeks. For Iran, these will be far from โfinal blowsโ in an existential conflict. On @TheTerminal: blinks.bloomberg.com/news/stories/Tโฆ
There is no silver bullet for the Iran problem. Any major move that expands the scope of the conflict will almost certainly trigger an Iranian response thus raising the cost of the campaign, especially for the global economy. But there is a deeper issue: what is the actual objective behind a so-called โdecisive strikeโ? Such a move will neither topple the regime nor force its surrender. If the goal is to coerce Iran into submission, it would require far more than a single strike. it would mean a prolonged, complex military campaign. And if the real objective is true capitulation, then we should be honest: that implies regime change. The search for a quick, clean solution is understandable given the frustration with a war of attrition. But there is no shortcut hereโand no decisive outcome without accepting the full strategic cost. #IranWarโ
My ETF nearing its October 2022 high as rates rise and the Yield Curve steepens Rate exposure is ~$0.27 per basis point, rates higher ETF higher Pays a $1.20/yr dividend You don't buy because you are bearish on rates, you buy it buy because you are bullish and may be wrong
Watching energy infrastructure being blow up on every part of the globe
