CΛ
1.2K posts








Big mood shift today Israel basically signaling they dropped enough bombs and RoW saying they will help to clear Hormuz. Harder for Iran to sustain aggression against all allies. Increases odds they fold. Small risk they keep pushing and China/Russia add backdoor support but I don’t think China will risk that given what they have seen. Could certainly try to invite world navies in and pull something sneaky but I would discount that. See a clear window for resolution which didn’t exist until today. TBD

There's the flush: "LOs net sold -$9.6bn across our floor today and ran a 50% sell skew (most of this within LT/PT channels). That is the largest day of net selling in our data set's history going back to 2022 and a 5 sigma event." - GS



🇺🇸🇮🇱⚔️🇮🇷 BREAKING! The moment the F‑35 fighter jet was hit over Iranian airspace.

Latest Development : Trump posted We Won 😎

Trump: "Some of this weaponry is unthinkable. You don't even want to know about it. Oh, you could end this thing in two seconds if you wanted to."













