


TimelessBeing
29.6K posts

@Timeless_Crypto
Playing on: https://t.co/SxOh9BvD0r






TBF, this didn't age well in the short term, I wasn't expecting equities to rip to new highs like they did. But here we are. Nothing has materially changed on the Hormuz front. I’m still a firm believer that we’ve entered a regime of elevated energy prices for longer. How long this bifurcation between stocks and the real world can continue and whether the market just brushes it off remains to be seen. Personally, I think fading the potential contagion from this war is foolish. Prognosis: Rates stay unchanged, liquidity continues to drain from the market, higher than expected volatility becomes the norm, and elevated energy prices feed into demand destruction. TBD.

















I am bearish on a swift resolution I am bearish on macro Bullish on my ability to navigate this environment Bullish on me holiday maxxing I will check back in within the week My guess: everything will be lower and nothing will have changed Still think risks for a proper energy shock are coming Don't shoot the messenger Peace and Prosperity to your Mothers