A Hopeful Consensus
Stocks, bonds, oil, and prediction markets are all converging on near certainty the Iran conflict is over. With so much optimism already priced in, the risk here is its slower & messier than expected.
bobeunlimited.substack.com/p/a-hopeful-...
Stocks, bonds, oil, and prediction markets are all converging on near certainty the Iran conflict is over. With so much optimism already priced in, the risk here is its slower & messier than expected.
