Ok listen up. Bulls r fuk. I’ll tell you why.
My thesis:
We literally sent two real estate nepo babies named Jared and Steve (first mistake) to negotiate a complicated nuclear deal and ceasefire in the Middle East. Rubio is going no where near that place and is not even involved.
Downplaying just how bad infrastructure is already damaged, main LNG facility is Qatar is like 30% damaged and the timeline is already at months-years. Turning the pumps back on is not automatic. Ripple effects in the economy and production in Asia are already taking effect. Some countries are literally asking people to shower less and take the stairs (I smell inflation? And sweaty Koreans). This is already going to make things far worse for a while even if the conflict stopped tomorrow.
This other article opened my eyes to the “diplomacy” that is actually going on: https://www.nytimes.com/2026/03/26/us/politics/trump-iran-talks.html?unlocked\_article\_code=1.WVA.Qe-P.VTe3VpsGW15x&smid=nytcore-ios-share
These people are not being taken seriously.
🥭 cannot stay regarded longer than market realities. Desperately trying to spin his way out of this one but literally can’t fake boats going through the strait or not. Can’t even drop oil by much with a tweet anymore.
Iran literally holds all the cards. They can block the strait with a few speedboats with bombs and endless drones. They already rejected flat out unreasonable peace plans. They know Donnie doesn’t want to commit further but there’s no other way to unblock the strait.
Yes I’m part of the community 🏳️🌈🐻
Positions:
USO 118c 6/18/26
XLE 58c 7/17/26
~10 shares of LNG at $240ish
SPY 650p 5/1/26
I focus mostly on higher delta ITM options bc I’m already down so much at the casino. See recent post from other guy about rolling USO weeklies with high delta.
Going to tap back into SLV and IAU once the dust starts to settle. Initially these will probably go down because of liquidity needs but if inflation sets in they will recover hard. Just waiting for a good entry point but looking at July dated SLV 74.50 strike.
Tl;dr
Monkeys running diplomacy not being taken seriously, energy infrastructure already worse than people think, Iran not going to stop this soon. Oil and inflation up, market down bigly and then gold/silver up after
Godspeed regards
Why I think the clownshow diplomacy and long term effects are worse than people think 🥭🛢️
byu/BlatantPlatitude inwallstreetbets
Posted by BlatantPlatitude
9 Comments
And don’t forget, this is only year 2 of his presidency.
what was that thing you said about the clown show….
Sweaty Koreans don’t smell, DD wrong, calls it is
People are finally getting scared. We’re close to bottom then.
Yea I don’t see why Iran would stop.. They already lost everything. I don’t think there is any future for Iran as a normal nation so we’re left with this. The US is escalating as well, so Iran is likely to do something to just permanently ruin the strait, since their nation is done.
It sounds doomer but I’m really expecting some extreme times ahead. I was holding out hope but I sold a lot today and have decided to sell everything tomorrow and go all cash, and maybe look for an entry point once the war settles.. probably in China markets due to their alternative energy investments over the past years.
Building insulation, plastic pipes, artificial fertilizers are going brrrm.
Pitiful ber, writing so much. Bers fail to realize how powerful the USD is and how USD can be printed out of thin air.
Bers need to drink more dollar milkshakes.
I think the plan is to destabilize not build . It’s destruction by design . Fear poverty and desperation is a great way they could instil their ideologies on society
Nevermind Iran. 40 countries in Cameroon making trade agreements right now and removing trade barriers.
Can the USA stand alone as an island? Yes Goliath is big. It’s also very stupid.