ทวีตที่ปักหมุด

According to Robert Pape, the chance of the US starting a ground war in Iran is over 70%. This ground war is the trap wire for the Escalation Trap to shut tight and we will be looking at a 6 month war of attrition.
Economic implications will be wide spread inflation and falling asset prices.
Investors should:
(1) Increase cash level --> 30-40%
(2) Buy US Brent (BNO)
(3) Buy SPY puts to hedge their remaining US equity position.

English














