미국의 무기한 봉쇄 조치에 왜 시장은 긍정적으로 반응할까? 🇺🇸

My theory is because it hurts most other nations more, meaning that the safest place for domestic and foreign investors to keep their money is in American securities - even more so than before

Idk, but whenever you reach some rational conclusion do the exact opposite in this market.

Desperation.

because it's more stable than trump running his mouth. investors don't want only good things to happen - they want stability, regardless of whether it's good or bad.

Because we’re not blocking the strait. That was fake news. It’s only a blockade of only Iranian ports.

Because people have tuned out the news. It’s earning season. Business is still doing business.

Because that’s just a single piece of news and doesn’t actually affect Americans that much.

In the grand scheme, contrary to what Reddit believes, the world is not ending and Americans are doing very well. We enjoy the highest standard of living and are constantly spending. Companies consistently breaking profit records. Everyone has new phones, cars, houses, computers. Consumption is still at an all time high.

When the one doing the racketeering is your friend, or better yet yourself, and not your enemy how is that not super bullish?

The difference is Iran was shutting down the Straight of Hormuz, not allowing any ships through. the US is blockading Iranian ports, not the Straight. "Friendly" ships and oil can pass, ships coming or going to Iran cannot.

It’s not over. Let’s wait until then to explain

Bcuz US can taco any time

I think a bunch of people shorted the market thinking they were smart. But the bigger players control the market. They are just hunting stop losses, taking all their money, then it will probably drop...

Things haven’t been rationale since Covid

This blockade has short legs 

Unbelievable the level of intentional ignorance here. People are really blinded by TDS. The answer is obvious if you open your eyes: the blockade is working. Why? It’s boxing out Iran from their own means of saving their crumbling economy, which is importing snd exporting oil.

Also their shadow fleet is immobilized, which is why China all of a sudden has become more vocal. They are the major beneficiary of Iran’s underground oil market (shadow fleet).

Also, the USA has showed a strength of force by sailing through the strait with no issues.

Lastly, the ceasefire is holding well enough.

If you all would pull your head out of Reddit’s ass and the main stream media, you would realize that the USA has put Iran in a corner with no military, no oil, and very few cards to play. Their economy is in shambles and will get worse with the blockade. It could be a checkmate move if they can’t get out of the current situation or they negotiate.

Priced in

The long-term takeaway from this conflict boils down to two things. First, countries that rely on Middle Eastern oil desperately need to diversify where they get it from. Second, international investors are finally realising that Asian manufacturing can just grind to a halt the second another conflict kicks off in the Middle East. Companies are going to have to move production somewhere that can actually supply its own energy.

And guess which country benefits the most from all this?

Certainty

OP what do you think people should do with their money if not buy stocks? Sitting on cash doesn’t make sense… is there a better asset class to buy?