He can’t taco before botg. If US leaves without removing Iran from the straight and allowing free passage entire US global order falls apart. You have to open the straight first ostensibly and leave so you show you can do it whenever you want. Hard which is why nobody has been stupid enough to kick this hornets nest lol
A long conversation with Claude came up with the following on corn (usual caveats apply):
Medium term (Q3–Q4 2026): Potential for a sharp upside move as acreage data, crop conditions, and fertilizer-driven yield disappointments become visible simultaneously. This is the lag window.
When you say you are waiting in cash, you mean something large like 90%+ cash or do you mean higher allocation than usual? Just trying to undertand how your position changed since the last breakdown of the portfolio you shared. Thanks! I guess al go have some NACHOs...
I am beginning to believe that "No war moves with markets opened" is more than just etiquette, it’s the Golden Rule of GAG! So, we should only take "gloves are off" claims seriously when one side (including Iran) makes a real move with markets open
He can’t taco before botg. If US leaves without removing Iran from the straight and allowing free passage entire US global order falls apart. You have to open the straight first ostensibly and leave so you show you can do it whenever you want. Hard which is why nobody has been stupid enough to kick this hornets nest lol
Attacking a Muslim country on Easter …
Gm Shrub, good note.
Just in time for markets:
*PRESIDENT TRUMP: 20 LARGE OIL TANKERS TO PASS THROUGH STRAIT OF HORMUZ UNDER U.S. NAVY ESCORT STARTING TOMORROW MORNING
A long conversation with Claude came up with the following on corn (usual caveats apply):
Medium term (Q3–Q4 2026): Potential for a sharp upside move as acreage data, crop conditions, and fertilizer-driven yield disappointments become visible simultaneously. This is the lag window.
So much GAG in the Era of Epstein McFlurry.
If you're looking for the funniest trade out there - how about short BLSH (Bullish)
You forgot to mention the new safe haven Eutelsat :)
When you say you are waiting in cash, you mean something large like 90%+ cash or do you mean higher allocation than usual? Just trying to undertand how your position changed since the last breakdown of the portfolio you shared. Thanks! I guess al go have some NACHOs...
GM… 🌽
GM bruv. Great post. Market will realize that Trump becomes a paper tiger when market bleeds. Iran is making look Trump a fool.
Gm
GM Shrub! Solid analysis as always.
Good note. And v funny. New acronym: HISS Hormuz Is Still Shut
HERS-Hormuz Empty Really Sucks
I am beginning to believe that "No war moves with markets opened" is more than just etiquette, it’s the Golden Rule of GAG! So, we should only take "gloves are off" claims seriously when one side (including Iran) makes a real move with markets open