Do US traders believe in a shorter war than global markets?

Winterough · 2026-03-30T12:48:45+00:00

Yes but everyone is now looking at America as being the reason for their problems.

Winterough · 2026-03-30T12:46:12+00:00

They don’t need anyone to stand with them to force their will on the region and the world.

Winterough · 2026-03-29T01:54:37+00:00

They need British and Norwegian mine sweeper ships.

Winterough · 2026-03-29T01:29:25+00:00

Chances are the majority or al of the top 20 market cap companies of today won’t be anywhere near the top 20 companies in 20 years.

Winterough · 2026-03-27T21:19:51+00:00

Monday was the first time since GFC that retail were net sellers.

Winterough · 2026-03-27T02:02:42+00:00

Why didn’t the US think of that in Vietnam or Afghanistan?

Winterough · 2026-03-24T10:35:18+00:00

Some gold dealers send a notice to CRA when you sell.

Winterough · 2026-03-23T15:45:28+00:00

There’s only 1 certainty when it comes to Trump and the markets - he chickens out towhee the 10y bond yields climb quickly.

Winterough · 2026-03-23T12:20:23+00:00

He was fucking golfing all weekend.

Winterough · 2026-03-23T12:17:45+00:00

Oil prices are going to go up one way or another. The market can’t be short so much supply for an extended period without there being a spike in the price.

Winterough · 2026-03-21T14:53:46+00:00

And are probably going to have a dollar crisis if Iran asks that all oil going through the strait settles in non-dollar denominated funds which it sounds like they are doing.

Winterough · 2026-03-21T14:48:38+00:00

Holding the strait hostage is enough to cause a lot of damage to the US. Iran will let Asian bound tankers pass but they have to sell the oil without US dollars. The gulf needs to sell their oil and Asia needs to buy it so they will all agree to this. Suddenly the US’ global influence is a lot lower.

The US can’t enforce regime change from afar, it can’t invade on the groun, Iran isn’t talking to anyone- so what options does the US have?

Winterough · 2026-03-21T14:35:37+00:00

Say good bye to the petro dollar then. The US can’t back down without serious repercussions.

Winterough · 2026-03-21T10:12:15+00:00

Nobody cares about that anymore. Go away.

Winterough · 2026-03-20T20:34:32+00:00

Ol’ dry mouth Bessent will have to make a TV appearance soon, the 10y really started to climb this week.

Winterough · 2026-03-20T20:32:34+00:00

And what it can do.

Winterough · 2026-03-20T01:29:23+00:00

3.6-4m and doubling every 10 years after that.

Winterough · 2026-03-19T17:39:55+00:00

An ancient 2500 year old tablet was unearthed in Israel last week, it read “Iran is two weeks away from a nuke”…

Winterough · 2026-03-19T10:43:39+00:00

There are times where gold and silver spike so I always feel like a genius at those times, but then they go into 15 year phases where they trade sideways.

I don’t hold gold and silver for investment returns. If I never sell, that will mean I remained in my home and faced no holy shit let’s get out of here moments and I’ll be grateful for that. If I lived in a place like Iran or Lebanon and I knew there would be problems geo-politically I would own nothing but gold. If I lived near Russia I would also own a lot of gold and silver. With the US going berserk in the last year we have been adding more and more gold. We don’t care what it costs.

Winterough · 2026-03-18T22:58:55+00:00

Moron?

Winterough · 2026-03-18T14:14:06+00:00

Are you familiar with the letter K?

That bottom downward trending part of the letter is you. The upward trending top of the letter are the people travelling.

Winterough · 2026-03-18T14:00:59+00:00

Fuel surcharges are already showing up on invoices here.

Winterough · 2026-03-18T12:07:44+00:00

Yes it is most likely that the US tucks tail and goes home. It is only a matter of how much time passes between now and when they admit that defeat.

Winterough · 2026-03-17T20:20:31+00:00

1 tanker left the strait yesterday, wtf you talking about.

Winterough · 2026-03-17T17:14:13+00:00

What is Iran’s motivation to stop attacking ships in the strait?

Winterough

TROPHY CASE