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🔥 Oil looks like the war will end in the next few days, definitely by next week.
On Polymarket, there's a 63% chance of a ceasefire by the end of March, in 6 days.
SP500, BTC, XAU are all rising, which makes sense. Only one thing isn't clear—what peace are we talking about?))))
In Taiwan, TSMC, the chip manufacturer, has an emergency gas reserve for approximately 11 days. The island may have to ration electricity supply or reduce consumption in the industrial sector, Politico writes. Gas prices are rising, prices for aviation fuel and everything related are rising, from shipping to tourism. BlackRock CEO Larry Fink is warning of a global recession due to the war in Iran.
And stocks are rising, stocks of the company that says in 11 days we're cutting chip production are rising. Companies whose chips are in every mobile phone))))). I don't know, I'm not getting it.
Where does this faith come from that there's peace, when Iran says no, Israel says no, the US can stay quiet, Trump says peace but brings troops to seize territory.
Of course I'm for growth, but I don't understand why. Are they drunk over there?