Akim Guerreiro @Etcaetera: "𝐓𝐡𝐞 𝐒𝐭𝐫𝐚𝐢𝐭 𝐨𝐟 𝐇𝐨𝐫𝐦𝐮𝐳 𝐢𝐬..."

Luxembourg

𝐓𝐡𝐞 𝐒𝐭𝐫𝐚𝐢𝐭 𝐨𝐟 𝐇𝐨𝐫𝐦𝐮𝐳 𝐢𝐬 𝐬𝐥𝐨𝐰𝐥𝐲 𝐫𝐞𝐨𝐩𝐞𝐧𝐢𝐧𝐠… 𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐢𝐭 𝐦𝐞𝐚𝐧𝐬 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭 You probably noticed, the media don’t talk anymore that much about Iran. None of the parties have interest in re-escalating. And if they don’t make a deal, the tensions will likely simply fade over time (at least until US midterm elections are over). This is one of the reasons I believe $OIL will decline in the next weeks and months, with the Spring Break period now over (traditionally high oil demand in April-May). This time I think inflation is indeed “transitory” (I am taking a big risk using that word 😂 referring to Powell & Yellen in 2021-2022 when they were utterly wrong). The marine traffic has somewhat resumed: we are already at around 30 ships going through the Strait daily. 130 used to go through it pre-war, but I think many have been rerouted on a permanent basis. Bottom line: that’s a tailwind for risk assets, but we’ll need to watch very closely the new Fed Chair Warsh and his view. I think he’s more dovish than portrayed by the media (and than his own past. In any case I remain very bullish in the long run on all the positions in the @Etcaetera portfolio, picked very carefully, focusing on healthy financials, attractive valuations and strong growth potential. Thank you for following my portfolio. 💚 Etcaetera ☕️ $BTC $NSDQ100 $SPX500 $USO (United States Oil Fund) www.marinetraffic.com/en/ais/home/centerx:56.2/centery:26.9/zoom:10

Not investment advice. The author may have financial interests in the mentioned instruments.