Juhu beach, Mumbai
06.03.2026 13:43
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Juhu beach, Mumbai
The problem is Iran is about to asymmetrically impact the global economy via their hold over choke points. VZ not so much.
General consensus from my convos is: this is too dumb and bad to happen so it won’t.
So silly
OMG
Lol these companies are just meh
Oof
Good points
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Is an oil spill in Hormuz a real risk right now?
Yeah I mean market doesn’t seem overly optimistic about it atm!
I think more than insurance the focus should be on if US navy escorts can allow oil to flow.
If so, then risks from energy come down a lot. If drone strikes or something else stops it, then risks are still here
Right - when you need them, you need lots. When you don’t you don’t at all
Wow
Lol
Ok thanks!
Brutal selling in EM FX at the moment:
Does this estimate tankers which are turning AIS off?
No I don’t think it’s significant for oil or gas atm given the amount of supply at risk.
Lastly, the rumours of the UAE’s demise are vastly exaggerated. Sorry Ed Davey (a cunt who I’ll never vote for). This is a city that’s seen 700 drone attacks since Sat
Parks full, restaurants busy, beach chilled
I am obviously bias given my location, but once oil and gas flows, it will become a non-issue for markets with risk premia pricing.
I’m just saying we’re not there yet
Just from a game theory perspective, I don’t see how this gets better before it gets worse.
$80 oil isn’t high enough to hit trump’s pain threshold
Current dmg on Iran isn’t enough to hit theirs
Rather than hearing from haters..
The main reason you wanan come is if you use Dubai as a stopover to Asia.
In return you get access to nice beaches, hotels which are amazing value for money, decent water park for kids, and nice restaurants
Also it’s super clean and safe 🤷🏽♂️
I’ve learned to ignore day 1 moves after spx finished green on day of ru invasion of ukr
Outrageous!
Sadly yes. Market will get bored once they have th next thing to move on to.
Can you expand on this?
Moody’s back at Oct 25 levels at 480, after falling to 400 recently.
