SamS
272 posts



🇺🇸 Wall Street Journal says Trump is willing to end the war even if the Strait of Hormuz stays closed. Markets had a knee-jerk party: S&P +2.5%, Nasdaq +3.5%, oil pulled back to $100. This “relief rally” might not last long. With Hormuz still blocked (20% of global oil + massive LNG), we’ve got the biggest supply shock in oil market history. Diesel is already up 49%, shipping/food costs are exploding, and the Fed won’t be cutting rates anytime soon. The market removed the war premium but hasn’t priced in the much worse supply premium yet. Welcome to man-made inflation. Buckle up. Source: Nicholas Crown YT, @ekoslof



🚨 BREAKING: 🇱🇧🇮🇱🇺🇸 Israeli media says that the missile intercepted over Keserwan was launched by Iran toward a U.S. target in Lebanon. Source: MTV LEBANON, Times of Israel













