misaix
2.8K posts














Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.






1) This likely takes 8-12 weeks (maybe longer) to resolve meaningfully. We're heading into serious pain — $150+ Brent is realistic, with even sharper shocks in jet fuel, diesel, and petrochemicals. Bloomberg's reporting on Treasury prepping for $200 oil isn't hype; it's prudent planning. Precious metals and EM momentum trades could easily see 15%+ sell-offs if the chokehold tightens. Markets will feel it. But pain is part of the equation.
















