The Kobeissi Letter
BREAKING: President Trump is having private discussions with senior aides about potentially declaring the Iran War over, per WSJ. Aides are reportedly advising President Trump that an escalation of the war beyond recent strikes could cost Republicans the…
i hope he does it because it will the best chance to go very fat in oil, the situation is becoming increasingly dire and trump has not choice but to fully withdraw (which I won't think he will ever do) or come back harder later
the more an asset pump or dump into FOMC the better the RR to take the opposite side
Broken Clock
i hope he does it because it will the best chance to go very fat in oil, the situation is becoming increasingly dire and trump has not choice but to fully withdraw (which I won't think he will ever do) or come back harder later
I'm sure he won't be able to stop himself from trying to get oil price down before midterms this way or another
Broken Clock
I will double my size
I did and I will double the put spreads I sold again, not the calls
I wouldn't discard the possibility of Trump being dumb enough to think he couldn't survive one week without his golden toilet and extanding the reasoning that Iranian will not tolerate living hands to mouth a lot longer
I think if it revisits the lows it's not a buy and chasing here is madness
Forwarded from Walter Bloomberg
U.S. SHORT-TERM INTEREST RATE FUTURES JUMP AFTER WALLER SAYS HE'D SUPPORT HOLDING POLICY RATE STEADY IF AUGUST INFLATION DATA EXTENDS RECENT PROGRESS
(@WalterBloomberg)
(@WalterBloomberg)
Hiking would also nullify BOJ hike to limit the carry trade and thus bring USDJPY down so I don't think Bessent would be too happy with that