Recession Ninja
6.2K posts




Niece of former Iranian IRGC chief had Tesla stuffed with thousands of dollars worth of Hermès cushions as she was arrested by ICE. Meanwhile millions of Iranians struggle to survive on $4 per day.







Here is a decision tree for Trump in Iran My base case is for a quick exit that grants him a clear claim to victory (nuke sites, missile silos) but not pushing so hard (Kharg takeover, power plants etc) that it leads to regional chaos. Market will puke if he escalates in a big way because the risk then shifts from a short term disruption in Hormuz to longer term supply outages from retaliatory attacks like we saw with Qatar. Once he leaves, then Europe and others will step up to clear Hormuz in a low risk manner.








@MacroEdgeRes The big story will be when the need new billboards and counters for $10.00 gas

















