There’s a conspiracybrained answer that “they’re pushing down the futures”, but like… who? With what money?
However, there’s also a mass-human-ignorance answer that “the traders put more stock in the Trump Iran Deal Imminent press release cycle than they should”.
Or like, maybe they expect a bloody ground invasion to restore Hormuz and production capacity… that also wraps up everything within a year?
Am interested in others’ thoughts here (possible leading-indicators to look for, alternative hypotheses, etc), that’s what this thread is for!
There’s a conspiracybrained answer that “they’re pushing down the futures”, but like… who? With what money?
However, there’s also a mass-human-ignorance answer that “the traders put more stock in the Trump Iran Deal Imminent press release cycle than they should”.
Or like, maybe they expect a bloody ground invasion to restore Hormuz and production capacity… that also wraps up everything within a year?
Am interested in others’ thoughts here (possible leading-indicators to look for, alternative hypotheses, etc), that’s what this thread is for!