Discussion about this post

User's avatar
Rolf Kvalvik's avatar

Watching this unfold in real time and it is exactly what you laid out. Iran just fired its first missile barrage at Israel since the April ceasefire, retaliation for the Beirut strikes. Real war, real chokepoint, real escalation.

And crude closed Friday under $94 because Trump said talks were “going well.” The fundamentals are screaming and the tape just shrugs.

Decoupled called this perfectly. Oil does not trade on barrels anymore. It trades on whoever holds the microphone.

How does it make you feel watching missiles fly while the market sits there detached from reality? Curious where everyone else lands on this.

📖 https://wavesandpositions.substack.com/p/decoupled

No posts

Ready for more?