"Aya-Toll" vs "Trump-Toll"

While we are trying to enjoy the World Cup, Trump and Iran re-started hostilities:

You know it’s getting serious because the hostilities extended beyond the weekend and into trading hours, which is extremely rude and against warfare etiquette during the Golden Age of Grift ™️.

This is all FIFA’s fault, because they should’ve tried harder to keep the USA and Iran football teams in the World Cup for a bit longer… why not, a “USA vs Iran” final would’ve been so “meme”!

In any case, we should put our “thinking hats” on (not that “thinking” makes any money) and try and figure out the “funniest outcome” from this point on:

Funniest Outcome Number 1: Hormuz actually Matters. The Barrel-Counters were right all along. Crude rockets beyond $100. Fertilizers and LNG follow.

Funniest Outcome Number 2: Trump proposed a 20% Toll on Hormuz. Iran had proposed a 1% Toll. Such a bargain!!! Therefore, the funniest outcome would be if ships end up passing through the Iran side, happy to pay the “Aya-Toll” of 1% so that they benefit from the 95% discount compared to the “Trump-Toll”!

I know what we suggest is ridiculous, but you have to admit it’s absolutely hilarious if it happens … which means there is a non-zero probability that it does!

Good luck out there!

🤭🌳🙏

Disclaimer:

This isn’t financial advice. This is Parody. This is the equivalent of Monty Python and Spaceballs for finance, but worse: This is the trading blog of a shrub. For all you know, I could be a 15-year old paper-trading out of my parents’ basement. Don’t be Stupid. Seriously. How many times do I have to repeat this.